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refin_telecom / Equity
- MTN (Buy, TP: ZAR200, +110%) Our key takeaways from the MTN Nigeria CMD by New Street Research
- Telenor (Buy, TP: NOK136, +20%) Leverage coming down, dividends to flow, 8.5% dividend yield by New Street Research
- Altice France Q3 2023 preview: How bad could it be? by New Street Research
- VEON (Buy, TP: US$35/ADR, +76%) Thoughts after the call – positive by New Street Research
- Japanese Telcos Q2 FY23 review: Better all around, driven by ARPU inflection and non-mobile keeping pace by New Street Research
- DLO US (Neutral, TP: $18, -1%) Q3 Quick Take: Normalised momentum by New Street Research
- MELI US (Buy, TP: $1,750, +20%) MercadoLibre - Credit layering onto Strong E-Commerce into 2024; Updated estimates by New Street Research
- TeleColumbus New refinancing plan: Kicking the can down the road to stay in the game by New Street Research
- Nigerian Telcos Solid underlying top line and KPIs, mixed EBITDA; Q3 23 review by New Street Research
- Vodafone (Buy, 140p, +94%) Was 150p Is the discount justified? Model update by New Street Research
- EM Telcos Q3 23: Faster again by New Street Research
- TIM/Vivo - Maintain Buys; Solid Wireless supported by improving Tower dynamics by New Street Research
- Odido (T-Mobile NL) Q3 23: Fixed revenue growth accelerates again; spectrum auction next year by New Street Research
- Alphabet (Buy, $153 target) What does the leadership transition mean for Google’s Ads business? by New Street Research
- Japanese e-Commerce GMV slowing, revenue accelerating; CY 3Q23 review by New Street Research
- BT (Buy, TP: £2.00, +60%) Premier League rights renewal a clear positive by New Street Research
- MELI US (Buy, TP: $1,850, +18%) MercadoLibre - Credit call feedback / GMV lift into Q4 by New Street Research
- Japanese Telcos At a MAJOR inflection as Fintech integration drives ARPU; lift forecasts and Price Targets by New Street Research
- African Towers and Telcos IHS offers improved terms to MTN Nigeria regarding the 2,500 towers lost to ATC – Our thoughts by New Street Research
- Ofcom intervention on inflation pricing: Our take by New Street Research
- VEON (Buy, TP: US$40/ADR, +102%) Telenor Pakistan to be sold to Pakistan Telecommunications. Implications for VEON. by New Street Research
- EM Tower Trends Q3 CY23 review: Strong in Africa and China; Power dynamics appear to be shifting towards the Telcos in EM by New Street Research
- Vodafone (Buy, TP: 140p, +111%) Iliad (HY coverage, but not rated) Iliad goes public with its Vodafone Italy offer.... less than a week after the Spanish remedy proposal by New Street Research
- Vodafone (Buy, TP: 140p , +111%) Swisscom (Neutral, TP: CHF620, +22%) Can Swisscom make an attractive counter-offer for Vodafone Italy? by New Street Research
- Indus Towers (Neutral, pt INR 265, +18%) AMT sells Indian Towers - Implications for Indus Towers by New Street Research
- PAGS US (Buy, TP: $14, +62%) Accelerating growth and profitability in Q3, and again in Q4 by New Street Research
- TRUE (Buy, TP: THB12.5, +108%) Duopoly and merger synergies create strong tailwinds? by New Street Research
- VEON (Buy, TP: US$35/ADR, +76%) Q3 23 Quick Take: Strong delivery; full year guidance upgraded by New Street Research
- Altice France UltraEdge sale - the important first step has been taken by New Street Research
- Altice Int Q3 23: FY23 guidance reiterated despite Israel impact, but now supported by higher than expected construction revenue by New Street Research
- BT (Buy, 195p, +64%) Significant FCF upside on the way from tax break? by New Street Research
- Altice France Q3 23: Still as many questions as answers by New Street Research
- South Korean Telcos Q3 23 review: Better trends in core mobile and Enterprise; EBITDA weaker off one-offs. by New Street Research
- Indonesian Telcos Q3 23 review: IndiHome/Telkomsel merger sparking inflection by New Street Research
- French M&A: Is it possible? Proprietary survey suggests GUPPI ratio for deals; we show synergy potential too by New Street Research
- TalkTalk H1 24: New guidance implies significant turnaround by New Street Research
- Tower Bersama (Neutral, TP: IDR 2,200, +5%) Q3 23 Quick Take: Better, but YTD performance still lagged peers by New Street Research
- Masmovil Q3 23: Interesting updates given on timing and remedies for Orange merger by New Street Research
- Malaysian Telcos to take up 70% stake in DNB. Our Thoughts. by New Street Research
- MEGA (Buy, TP: MXN55, +25%) TV (Neutral, TP: $3.7, +12%) Mexico M&A - Deal time deja vu: Megacable to Buy by New Street Research
- Altice France & International Model & delevering update by New Street Research
- Thai Telcos Q3 23 review: Market continues to repair by New Street Research
- Axiata (Buy, TP: MYR 5.7, +145%) Highlights from Investor Day 2023 by New Street Research
- Remedy package signed in Spain: Not as bad as the headline would suggest by New Street Research
- Perspective for Europe: AI, mobility and convergence by New Street Research
- Alphabet (GOOGL, Buy, $153 target) “Chipping” away at the Generative AI competition. Takeaways from GCP’s AI Summit by New Street Research
- EU Telecoms Ready for a Good 2024 Steady growth reducing the risk profile by New Street Research
- Upper 6-GHz: Further regulatory support for sector by New Street Research
- Indian Mobile - What to expect in 2024: Jio finally IPOs (?), crunch (again) for VIL, downgrade Indus by New Street Research
- Chinese Telcos & Towers Outlook 2024 – Expect another good year for the telcos by New Street Research