Back to the main directory
refin_telecom / Equity
- eir Q4 23: Solid numbers and good guidance by New Street Research
- LILA US (Buy, TP: $13, +102%) Call with CFO Chris Noyes / T-Mobile FWA in Puerto Rico by New Street Research
- Swisscom (Neutral, TP: CHF620, +20%) Swisscom and Vodafone agree binding terms for Vod Italy by New Street Research
- FYBR: Cash flow in steady state by New Street Research
- Vodafone (Buy, 140p, +100%) Our take on the new look Vodafone by New Street Research
- PAGS US (Buy, TP: $18, +25%) STNE US (Neutral, TP: $17, +0%) PagSeguro: UPGRADE - Back to Buy on fundamentals; dusting down the M&A by New Street Research
- MTN (Buy, TP: ZAR200, +135%) MTN Rwanda – Q4 23 Quick take: Good underlying trends; SR guidance maintained by New Street Research
- Vodafone IDEA actively looking to raise equity – our thoughts and implications for Bharti and Jio by New Street Research
- Reddit (RDDT, not rated) On the FTC Inquiry & Top Investor Questions by New Street Research
- ADYEN (Buy, TP: EUR1,800, +25%) Deep Dive into Unified Commerce - and why Adyen is a long-term winner by New Street Research
- Altice France Q4 23: Weak guidance and an attempt to strong-arm lenders by New Street Research
- South Korean Telcos What could the telcos do to address the “Value-up” programme? by New Street Research
- FTTF Conference Summary: Top Ten Takeaways by New Street Research
- Telkom Indonesia (Buy, IDR: 5,000 from 6,000, +38%) Thoughts after the call – Downgrade price target, but stay Buyer (just). by New Street Research
- Rakuten (Reduce, TP: ¥400, -54%) Our thoughts on the Reorganization of FinTech business by New Street Research
- 5G FWA in EM Rapidly falling CPE prices likely to accelerate adoption in EM by New Street Research
- Broadband market growth slower in 1Q24 by New Street Research
- Comcast Model Update by New Street Research
- SATS: Shuffling Assets and Cash by New Street Research
- DLO US (Buy, TP: $22, +33%) dLocal - CEO Pedro Arnt Call Notes & Replay / updated estimates by New Street Research
- FWA: Should wireline operators be worried? by New Street Research
- MELI US (Buy TP: $1,800, +28%) MercadoLibre - Investor Call feedback / Q1 outlook; Focus ideally to shift below EBIT by New Street Research
- WISE (Neutral, TP: £9.00, +6%) WISE - Q4 24: Volumes and revenue miss by 3% by New Street Research
- AMX (Buy, TP: $24, +40%) AMX - Q1 24: Accelerating revenue and EBITDA trends by New Street Research
- WISE (Neutral, TP: £8.30, +0%) WISE FY 24 update: Where did the Cross-border volume growth go? by New Street Research
- SingTel (Buy, TP: S$4.4, +77%) SingTel rumoured to be in talks to sell Optus: Our take by New Street Research
- Iliad Q4 23: Good revenue growth, but slower EBITDA; positive read across for SFR/Altice by New Street Research
- Liberty LA (Buy, TP: $13, +110%) Liberty LA - T-Mobile FWA in Puerto Rico: clarification on pricing by New Street Research
- Altice France Media sale: Delevering target comes into focus by New Street Research
- US Telco Quick Hit: T-Mobile to invest in new fiber JV by New Street Research
- China Tower (Buy, TP: HK$1.4, +49%) Q4 23 Quick Take: Slower but decent quarter; dividend up 15.7% YoY by New Street Research
- Altice International Q4 23: Good numbers, all disposal options seem to be on the table by New Street Research
- African Telcos Deep dive on Fintech valuations; stay Bullish on AAF and MTN by New Street Research
- ACP Part VI: Updating forecast for risks to the broadband businesses by New Street Research
- ADYEN (Buy, TP: EUR1,800, +25%) Adyen - Upgrade to Buy: Moving to the top of the Guide by New Street Research
- VEON (Buy, TP: US$40/ADR, +68%) Q4 23 Quick Take: Good set of results and good FY24 guidance by New Street Research
- Fiber to the Future – Broadband Trends; Infrastructure Wars; New ILEC Structures; New Financing; Copper Decommissioning; BEAD; Convergence by New Street Research
- MTN (Buy, TP: ZAR130, +44%) Q4 23: Slower quarter but decent given the context; MT guidance maintained by New Street Research
- IHS Towers (Buy, TP: $10, +161%) Feedback from small group call by New Street Research
- Thai Telcos Q4 23 review: Turning the corner as ARPU grew after more than three years by New Street Research
- Frontier Model Update by New Street Research
- DoD spectrum report released – implications for Dish, Verizon, AT&T, and T-Mobile by New Street Research
- Indian Spectrum Auctions – what do we expect? Modest spending anticipated by New Street Research
- NSR Policy: The DoD’s Spectrum Game by New Street Research
- NSR Policy Update: Will ACP be Saved by Discharge Petition? by New Street Research
- Indian Mobile VIL Capital Increase – should you participate and what does it mean for Bharti, Jio and Indus? Indus to Reduce by New Street Research
- NSR Policy: FCC Releases Proposed Title II/Net Neutrality Order by New Street Research
- IHS Towers (Buy, TP: $8, +153%) What can the company do to crystallise value? Buy, pt US$ 8 from US$10 by New Street Research
- ADYEN (Buy, TP: EUR1,800, +26%) Adyen - Winning in Unified Commerce: Panel discussion call notes by New Street Research
- Tele2 (Neutral, TP: SEK 110, +13%) Q1 24: A good start to the European Telco Q1 24 earnings season by New Street Research