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refin_telecom / Equity
- MTN (Buy, TP: ZAR250, +79%) MTN Group - Q2 23: Solid results, Fintech deal announced by New Street Research
- NU US (Buy, TP: $8.5, +5%) Quick Take - Improving Yield mix driving strong beat by New Street Research
- GEM Telcos Are the price wars finally over? by New Street Research
- ADYEN (Buy, TP: EUR1,600, +40%) Adyen H1 23 Quick Take - US competition drives miss; Mid-term targets reiterated by New Street Research
- ADYEN (Neutral, TP: EUR1,100, +27%) Adyen - Cut to Neutral / model update; focus on US dynamics by New Street Research
- Singtel (Buy, TP: SGD 4.4, +86%) Q1 FY24: Strong net profit despite cost pressure at Optus by New Street Research
- Singtel (Buy, TP: SGD 4.4, +87%) Highlights from Investor Day 2023 by New Street Research
- T-Mobile NL Q2 23: Good fixed revenue trends; front book pricing remains a concern by New Street Research
- TIM Brasil (Buy, TP: BRL21, +45%) Vivo (Buy, TP: BRL59, +43%) Brazilian Tax reform / IOC - Provisional thoughts for the Telcos by New Street Research
- Altice France How 1x delevering can be delivered - ATUS/ATCI implications by New Street Research
- DT (Buy, €30, +50%) : Implications from TMUS dividend announcement by New Street Research
- Indian Mobile Q1 FY24 review: Outperformance by Bharti by New Street Research
- EUROPEAN TOWERS: All-or-nothing renewal curveball Cellnex (Neutral, €31, -9%) Inwit (Neutral, €11.8, +2%) by New Street Research
- South Korean Telcos Q2 23 review: Lifted by non-mobile; easing capex intensity by New Street Research
- Thai Telcos Q2 23 review: Moving in the right direction; further boost from new government by New Street Research
- Nigerian Telcos Faster quarter, strong underlying trends but larger FX impact expected next quarter; cut target prices; Q2 23 review by New Street Research
- IHS Towers (Buy, TP: $10, +104%) Further thoughts on IHS’ MTN contract non-renewal and updated implications for Global Towers investors; IHS pt cut to US$10 by New Street Research
- Sub-Saharan African Telecoms Good performance in a challenging macro environment; Q2 23 review by New Street Research
- NOS (Neutral, TP: €4.8, +34%) CEO/CFO meeting: Altice Portugal sale and Digi new entrant opportunity update by New Street Research
- Malaysian Telcos Q2 23 review: Softer but YTD performance still tracking by New Street Research
- South African Telcos CY23 1H review – Growth still resilient but margins under pressure by New Street Research
- Altice: How a BT takeover could help to solve debt issues Could Drahi make a surprise BT takeover move in November? by New Street Research
- TalkTalk Revisiting the demerger: Still more questions than answers by New Street Research
- Altice France and Altice International How much cash can be up-streamed in an Altice International break-up scenario? by New Street Research
- SingTel (Buy, TP: SGD 4.4, +80%) SingTel divests Trustwave: Our Take by New Street Research
- DLO US (Neutral, TP: $17, +10%) Quick Take: MercadoLibre's CFO to co-CEO should settle investor fears; strong Q2s further help by New Street Research
- IHS Towers (Buy, TP: $20, +175%) Q2 23: Good underlying performance, guidance revised, and modest buyback announced - Call feedback included by New Street Research
- 1&1 contract migration - deep dive report Nowhere near as bad as investor fears by New Street Research
- Japanese Telcos Q1 FY23 review: Softer quarter; mobile inflection remains on course by New Street Research
- Thai Telcos Tale of the tape by New Street Research
- Tele Columbus Q2 2023: Still no news on refinancing plans by New Street Research
- PAGS US (Neutral, TP: $14, +55%) Pagbank (PagSeguro) Q2 Quick Take: Revenue concerns set to linger into Q3 by New Street Research
- Iliad Q2 23: Good France SR performance, but EBITDA remains suppressed by New Street Research
- MELI US (Buy, TP: $1,650, +20%) MercadoLibre - Upgrade to Buy: Brazil E-Comm from strength to strength by New Street Research
- PROPRIETARY SURVEY: Spanish dynamics improving.... ...but all hinges on the Orange-Masmovil ruling by New Street Research
- DT (Buy, €30, +50%) implications from TMUS dividend announcement by New Street Research
- Indonesian Telcos Q2 23 review: Market repair story gaining momentum by New Street Research
- WISE (Neutral, TP: £7.25, +5%) WISE - Q2 and Deja Vu: Target up to £7.25 by New Street Research
- German spectrum auction: Significant changes afoot by New Street Research
- PAGS US (Buy, TP: $14, +50%) STNE US (Neutral, TP: $16, +35%) Brazil PayCos - Upgrade Pagbank/PagSeguro to Buy by New Street Research
- Chinese Telcos Q2 23 review: Better EBITDA; Enterprise continue to drive incremental topline growth by New Street Research
- EM Telcos Q2 23: Slightly slower driven by China by New Street Research
- Reliance Industries (Buy, TP: INR 3,270, +38%) Jio launches 5G FWA – Game changing for Global FWA customer numbers which are set to ramp rapidly by New Street Research
- Telia (Buy), Telenor (Buy), Tele2: Sweden spectrum ends early with a good result for the operators by New Street Research
- Altice: Why a BT takeover could help to solve debt issues Could Drahi make a surprise takeover move in November? by New Street Research
- ADYEN (Neutral, TP: EUR1,100, +67%) Adyen's US outlook: Investor Call notes with Paypal's Svante Westerberg by New Street Research
- Amazon (Buy, TP: $175, +38%) Ten takeaways from The FTC vs. AMZN by New Street Research
- What is Altice International worth in a break-up scenario by New Street Research
- EU Towers Review Cellnex - Stonepeak deal gives us an opportunity to revisit by New Street Research
- EM Tower Trends Faster quarter in Africa and Indonesia; IHS’ MTN Nigeria contract non-renewal is a negative for the EM Tower space; Q2 CY23 review by New Street Research