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refin_telecom / Equity
- African Telcos & Towers Outlook 2024; Fundamental strength masked by continued volatility. Left-field possibility: SA turns round? by New Street Research
- Liberty Global (Buy, $28, +40%) Look ahead to February event by New Street Research
- Singtel (Buy, TP: S$4.4, +84%) Singtel in talks over sale of Optus stake: Our Take by New Street Research
- MELI US (Buy, TP: $1,850, +20%) Mercadolibre - Who wants to be a billionaire?! by New Street Research
- WISE (Neutral, TP: £9.00, +4%) Wise - Upgrades from NII to continue; Slowing Core and falling rates the concern; Updated estimates by New Street Research
- Reliance Industries (Buy, TP: INR 3,270, +20%) Q3 24 Quick Take: Top line acceleration with sustained margin expansion led by Retail and Jio; 5G rollout completed by New Street Research
- LatAm Telcos – 2024 Outlook: Top picks Brazil (TIM and Vivo) and Megacable by New Street Research
- AT&T: quick thoughts following the call by New Street Research
- MEGA (Buy, TP: MXN55, +20%) Megacable - falling Capex outlook driving FCF turnaround by New Street Research
- CMCSA 4Q23 Quick Take by New Street Research
- Broadband: T-Mobile increases FWA price and sets data limit by New Street Research
- Comcast Model Update by New Street Research
- Telia (Buy, TP: €36, +32%) Q4 23: Weak OCF guidance, but EBITDA growth could be better than expected by New Street Research
- Verizon 4Q23 Quick Take by New Street Research
- ACP Part II: estimating the impact on Broadband companies by New Street Research
- ACP Part II: quick follow-up on conviction levels by New Street Research
- KPN (Neutral, TP: €3.8, +20%) Q4 23: Solid numbers, but B2C fixed net adds a concern by New Street Research
- Vodafone (Buy, 140p, +109%) Iliad deal rejection - can they salvage a better alternative? by New Street Research
- Indian Telcos and Towers Private Equity Selling Indus Towers – Quick Thoughts/Implications for Indus and the Indian Telcos by New Street Research
- BT (Buy, £2.00, +77%) Q3 results: New CEO's first day & record FTTP build by New Street Research
- US Telecoms quick take: odds of bonus depreciation extension increase - good for incumbents by New Street Research
- KDDI (Buy, TP: ¥6,600, +34%) Q3 23: Thoughts after the call with implications for Rakuten by New Street Research
- CHTR 4Q23 Quick Take by New Street Research
- Charter Model Update by New Street Research
- Vodafone (Buy, 140p, +106%) Q3 results - Supported by strong B2B growth by New Street Research
- ADYEN (Neutral, TP: EUR1,250, +12%) DLO US (Buy, TP: $24, +35%) Payments: EM vs DM - Upgrade dLocal to Buy / Stay Neutral on Adyen by New Street Research
- South Korean Telcos Outlook 2024; Government interference overshadowing improving trends by New Street Research
- Japanese Telcos & Internet What to expect in 2024: ARPU bouncing back by New Street Research
- Stratospheric drones: A game changer for rural networks? by New Street Research
- Altice How much is Sotheby's worth? by New Street Research
- ASEAN Telcos Outlook 2024; Continued market repair in Indonesia, Thailand, Malaysia by New Street Research
- AT&T 4Q23 Quick Take by New Street Research
- ENTEL (Neutral, TP: CLP3,150, -0.3%) Entel - Better Chilean Wireless optics (though market still tough); reinvesting in Fixed by New Street Research
- Comcast: quick thoughts following the call by New Street Research
- CCI 4Q23 Quick Take by New Street Research
- Rakuten (Reduce, TP: ¥400, -41%) Rakuten starts refinancing debt mountain due in 2024 and 2025 by New Street Research
- T-Mobile 4Q23 Results Review, Thesis & Model Update by New Street Research
- Comcast Model Update by New Street Research
- Elisa (Neutral, TP: €54, +26%) Q4 23: B2B performance remains a concern by New Street Research
- Tele2 (Neutral, TP: SEK113, +25%) Q4 23: Good result, but 2024 EBITDAaL guidance a bit light vs consensus by New Street Research
- Telia (Buy, TP: SEK36, +32%) Feedback from NDR in London with CFO and COO by New Street Research
- Rakuten (Reduce, TP: ¥400, -39%) Strong headwinds below EBIT by New Street Research
- ACP Part III: estimating the impact on Wireless companies by New Street Research
- PAGS US (Neutral, TP: $15, +14%) STNE US (Neutral, TP: $17, -2%) Brazil Payments: Taking profits - PagSeguro cut to Neutral; deep dive on StoneCo guide by New Street Research
- Airtel Africa (Buy, TP: 210p, +83%) Q3 24: Solid underlying performance; positive message on HoldCo debt and buy-back announced by New Street Research
- KDDI (Buy, TP: ¥6,600, +34%) Q3 23 Quick Take: KPIs moving in the right direction by New Street Research
- Vodacom (Neutral, TP: ZAR140, +46%) Q3 24 Quick Take: Decent quarter by New Street Research
- Charter: quick thoughts following the call by New Street Research
- SK Telecom (Buy, TP: KRW 116,000, +130%) Q4 23 Quick Take: Better topline, with sustained margin expansion again; expect new dividend policy to be announced in March by New Street Research
- Vodafone (Buy, 140p, +105%) Thoughts post- Q3 earnings call by New Street Research