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- South Korean Telcos Q4 23 review: EBITDA improved despite softer service revenue; Enterprise continues to drive growth by New Street Research
- Proximus (Neutral, TP: €10.5, +20%) Q4 23: EBITDA growth remains lacklustre despite good SR trends by New Street Research
- FYBR 4Q23 Quick Take by New Street Research
- Frontier Model Update by New Street Research
- Mexican Cable/FTTH – Capex down, promotions lifting; Buy MEGA; TV/TPLAY (HY) by New Street Research
- Tele2 (Neutral, TP: SEK110, +17%) Iliad Iliad/NJJ buys Kinnevik stake in Tele2 - implications for Iliad and the Swedish market by New Street Research
- Bouygues Telecom Q4 23: Good Q4 results, but slightly downbeat guidance by New Street Research
- TIGO (Neutral, TP: $20, +16%) Millicom Q4s: FCF lift again - does Xavier Niel have the Midas touch? by New Street Research
- Rakuten (Reduce, TP: ¥400, -49%) Rakuten seeking ¥100bn in capital raise via Bond-Type shares by New Street Research
- Vodafone IDEA (Reduce, TP: INR 5, -63%) Vodafone Idea approves USD 2.4bn in capital raise via Equity by New Street Research
- Digi Q4 23: Good EBITDA progress in Spain, but OpFCF negative still by New Street Research
- TIGO (Buy, TP: $24, +35%) Millicom - UPGRADE TO BUY: Xavier Niel helping drive rapidly improving FCF profile by New Street Research
- Eolo: Q3 24 New equity injection announced - Our Take by New Street Research
- FYBR: updating capex and funding through 2026 by New Street Research
- ACP Part V: FCC releases survey results by New Street Research
- EOLO Model update to reflect new equity and capex assumptions by New Street Research
- MTN (Buy, TP: ZAR200, +134%) MTN Nigeria and MTN Ghana – Q4 23: Solid top line but tough EBITDA and bottom line for MTN Nigeria; Solid quarter for MTN Ghana by New Street Research
- Cellnex (Neutral, €34, +1%) CMD: Higher cash returns offsets slightly weaker underlying outlook by New Street Research
- Billionaires compared Is it right that Xavier Niel businesses have tighter spreads? by New Street Research
- MTN (Buy, TP: ZAR200, +136%) MTN Uganda – Q4 23 Quick Take: Good quarter, MT Service revenue guidance revised up by New Street Research
- Quick thoughts on FWA and broadband by New Street Research
- South Korean Telcos Takeaways from Meetings with the Korean Telcos in Seoul by New Street Research
- Singtel (Buy, TP: S$ 4.4, +86%) Singtel sold 0.8% stake in Bharti for S$950m by New Street Research
- Telecom Italia (Buy, €0.35, +58%) Was €0.37 Piecing together the puzzle post-CMD by New Street Research
- EIR (initiation of coverage) Another Good investment by Xavier Niel by New Street Research
- Deutsche Telekom (Buy, €32, +43%) Q4 23: Deserving a premium, not a discount by New Street Research
- US broadband quick take: a preliminary forecast for AT&T’s Internet Air by New Street Research
- FYBR: quick thoughts following the call by New Street Research
- LILA US (Buy, TP: $14, +110%) Liberty LA Q4s - Unpicking the $1 billion FCF guide by New Street Research
- NSR Policy: Will SCOTUS kill Social Media? by New Street Research
- CHTR & ATUS Quick take: thoughts on merger rumor by New Street Research
- NSR Policy Quick Take: States likely lose social media case at SCOTUS, but unclear if tech “wins” by New Street Research
- Liberty Global (Neutral, $24, +26%) Was Buy, $27 Visibility clouded for next few quarters: Move to Neutral by New Street Research
- Swisscom (Neutral, TP: CHF620, +22%) Swisscom bids for 100% of Vodafone Italy - Our take by New Street Research
- WLN (Neutral, TP: EUR14, +25%) Worldline Q4s - Still under pressure; down to Neutral, FY model update by New Street Research
- Vodafone (Buy, 140p, +105%) Selling Italy to rebrand as Vodakom? by New Street Research
- PAGS US (Neutral, TP: $15, +9%) PagSeguro - Solid Q4s and guide, though operational leverage more limited by New Street Research
- SATS: What to expect on Friday by New Street Research
- SATS: Quick thoughts following the call by New Street Research
- SATS 4Q23 Quick Take by New Street Research
- SATS: Model Update by New Street Research
- Japanese Telcos Q3 FY23 review: Gearing up for a strong Q4 by New Street Research
- Cellnex (Neutral, €34, -1%) Cellnex CMD feedback: What's New by New Street Research
- Indian Mobile Q3 FY24 review: Still tracking well even without tariff hikes by New Street Research
- Japanese Telcos Takeaways from Meetings with the Japanese Telcos + Rakuten in Tokyo. Incumbents still in good shape. by New Street Research
- CHTR Quick Hit: Lowering 1Q24 Repurchase Estimate by New Street Research
- TIMS3 (Buy, TP: BRL23, +27%) TIM B - Improving cash returns, though there should be a lot more to come by New Street Research
- Inwit (Neutral, €12.3, +18%) 4Q23: Guidance fractionally light; No new buyback by New Street Research
- Thai Telcos Takeaways from Meetings with the Thai Telcos in Bangkok by New Street Research
- Vodafone (Buy, 140p, +100%) M&A Watch: How Iliad could still buy Vodafone Italy (and the whole of Vodafone) by New Street Research