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refin_telecom / Equity
- Bharti Airtel (Buy, TP: INR 1,400, +26%) Q3 FY24 Quick Take: In-line, with domestic mobile trends ahead of peers again by New Street Research
- TalkTalk Is a new deal with the parent shareholders on the way? by New Street Research
- TalkTalk Breaking news: Integrating the Shell customer base by New Street Research
- KDDI (Buy, TP: ¥6,600, +40%) KDDI planning a tender offer to take Lawson private by New Street Research
- LUMN Quick Hit: Fiber adds remain muted by New Street Research
- Telenor (Buy, TP: NOK140, +22%) by New Street Research
- LY Corp (Buy, TP: ¥585, +25%) Q3 FY23 Quick Take: Strong EBITDA beat; upgraded EBITDA guidance by New Street Research
- VMO2 to acquire TalkTalk Consumer? by New Street Research
- EOLO: Initiation of coverage Credit looks protected in different FTTH scenarios by New Street Research
- Japanese Telcos What if Japan introduces Spectrum Auctions? Could it be Thesis-Ending? by New Street Research
- NSR Policy: Follow Up on DISH Bankruptcy Call by New Street Research
- NSR Policy: ACP Extension Chances Improve but Obstacles Remain by New Street Research
- NSR Policy: Dish Bankruptcy: How Would Government React? by New Street Research
- NSR Policy: House Hearing and Deal Speculation Raise Questions About Questions Unraised in House Hearing and Deal Speculation by New Street Research
- Orange (Buy, TP: €14, +30%) Q4 23: Good results and guidance; positive comments on capex and Digi MVNO deal by New Street Research
- Bharti Airtel (Buy, TP: INR 1,500, +34%) Marginal margin continuing to drive upside. Buy, pt to INR 1,500 (from INR 1,400) by New Street Research
- Virgin Media O2: Deeper dive on the disappointing outlook Liberty Global (Buy, $27, +35%), Telefonica (Buy, €4.9, +36%) by New Street Research
- MEGA (Buy, TP: MXN55, +20%) Megacable Q4s - The big capex unwind stars; Earnings call feedback by New Street Research
- Liberty Global (Buy) Feedback from CFO meeting by New Street Research
- NSR Policy: DOJ to Investigate Sports Streaming Combo by New Street Research
- Frontier Model Update by New Street Research
- Vivo (Buy, TP: BRL61, +15%) Vivo - Q4 23: Double digit EBITDA growth, improving cash returns by New Street Research
- STNE US (Neutral, TP: $17, +5%) PAGS US (Neutral, TP: $15, +15%) Brazil Payments - Caught in the Crossfire? / Abecs data; STNE/PAGS by New Street Research
- OTE (Neutral, TP: €21, +52%) Q4 23: Much better SR trends but weak FCF and implied EBITDA guidance by New Street Research
- Altice France: La Poste MVNO stake sale - a good price, but doesn't help with delevering by New Street Research
- FYBR exploring strategic options by New Street Research
- OpNet transaction WindTre bolsters spectrum position; Inwit implications by New Street Research
- MTN (Buy, TP: ZAR200, +110%) Definitive agreement with Mastercard by New Street Research
- ADYEN (Neutral, TP: EUR1,250, +5%) Adyen - Quick thoughts into FY earnings by New Street Research
- CHTR Quick Hit: Charter Buys Back $0.3BN of Shares in January by New Street Research
- TIMS3 (Buy, TP: BRL23, +27%) TIM Brasil - Solid Q4, mid-term guide highly supportive; BS recap can keep driving the stock by New Street Research
- ADYEN (Neutral, TP: EUR1,250) H2 23 - Cost driving strong EBITDA beat; Company call back by New Street Research
- TalkTalk Macquarie to buy a 40% stake in PlatformX for £450m? by New Street Research
- Rakuten (Reduce, TP: ¥400, -37%) Q4 23 Quick Take: Mixed - better on costs, but not revenue; Stay Reduce, pt ¥400 by New Street Research
- AMX (Buy, TP: $24, +40%) AMX - Solid underlying Q4s, messy Argentina adjustments by New Street Research
- Quick Take: AT&T “Wins” FirstNet Contract Again by New Street Research
- NSR Policy: Weekend Update on Tech and Social Media Policy by New Street Research
- NSR Policy: Another Shoe Drops on Linear Television Bundles; How Will Government React to the New Sports Deal? by New Street Research
- Rakuten (Reduce, TP: ¥400, -45%) Why did the stock go up 16%? Is this a turning point, in other words are we wrong to be negative? by New Street Research
- ATUS 4Q23 Quick Take and Model Update by New Street Research
- TV (Neutral, TP: $3.7, +17%) Televisa – Spin Co support for M&A; TVUNI Q4s by New Street Research
- Liberty Global The end of the cash pile? by New Street Research
- Altice France Does Teads hold the key to delevering? by New Street Research
- Altice France Does Teads hold the key to delevering? by New Street Research
- NSR Policy: ACP Odds Continue to Creep Up by New Street Research
- Telefonica Deutschland (Neutral) Q4 23: Market rationality looks set to persist by New Street Research
- Autumn for Broadband 4Q23 by New Street Research
- Telefonica (Buy, €4.9, +29%) Q4 23: FCF generation should help to drive the equity story by New Street Research
- ACP Part IV: Evolving thoughts on the impact on the broadband market by New Street Research
- Singtel (Buy, TP: S$ 4.4, +86%) Q3 FY24 Quick Take: Slightly disappointing despite better Optus profitability; FY24 payout expected to be at higher range of guidance by New Street Research