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ns_as_eur / Equity
- Iliad/Orange/Altice: Iliad launches new Freebox - Good for Iliad, good for the French market by New Street Research
- Swisscom (Neutral, TP: CHF620, +22%) Q4 23: Good numbers, underlying guidance in-line by New Street Research
- Liberty Global (Buy, $27, +35%) Q4 23 - Strategy update will need to be material to offset VMO2 guidance by New Street Research
- Cellnex (Neutral, €34, +2%) Interesting new disclosure and CMD outlook by New Street Research
- Telecom Italia (Buy, €0.37, +34%) New CMD guidance - A Very Quick Take by New Street Research
- United Internet (Buy, €30, +42%) and 1&1 (Buy, €26, +60%) 4Q23: Approaching FCF inflection point by New Street Research
- NOS (Neutral, TP: €4.0, +11%) Q1 24: Another EBITDA beat, with impressive SR growth as well by New Street Research
- NOS (Buy, TP: €3.8 +7%) Q2 24: Another impressive quarter; c9% divi yield, and possible c5% exceptional to come by New Street Research
- NOS (Neutral, TP: €3.9, +8%) Q3 24: Yet another impressive quarter, but the wait for Digi goes on by New Street Research
- Telecom Italia (Buy, €0.38, +40%) ServeCo leverage review if cash is paid from Brazil by New Street Research
- Telecom Italia (Buy, €0.37, +37%) Q4 23 - 22 quarters in the making by New Street Research
- Orange Masmovil approval: A good outcome. A compliant EC? More M&A to come by New Street Research
- NOS (Neutral, TP: €4.0, +22%) Q4 23: Good EBITDA beat, +26% DPS hike (10.6% yield); +4.3% price increases for 2024 by New Street Research
- Telecom Italia (Buy, €0.35, +58%) Piecing together the puzzle post-CMD by New Street Research
- TELECOLUMBUS: Improving Internet adds could offer double upside for creditors by New Street Research
- TELE COLUMBUS: CMD feedback - Credit still looks attractive with optionality by New Street Research
- MasOra Q2 24: Fibre JV - potential source of delevering and value uplift by New Street Research
- NOS (Neutral, TP: €3.7, -2%) Q4 24: Digi impact? What Digi impact? by New Street Research