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refin_telecom / Equity
- VirginMedia-O2 Q1 24 with a deeper-dive on the nexfibre accounts by New Street Research
- ATUS 1Q24 Quick Take by New Street Research
- ATUS: quick thoughts following the call by New Street Research
- Altice Model Update by New Street Research
- FYBR quick thought following the call by New Street Research
- Frontier Model Update by New Street Research
- NSR Policy: ACP’s Perils of Pauline by New Street Research
- Bouygues Telecom Q1 24: Better SR growth - possibly supported by a consumer looking for deals by New Street Research
- CHTR Quick Hit: Charter Buys Back $140MM of Shares in April by New Street Research
- Liberty LA (Buy, TP: $13, +60%) Q1 24 - Tough optics in Q1, but PR EBTDA reiterated and turbo-charged buy back by New Street Research
- Altice France - Sotheby's Q4 23: Solid numbers, no big dividend to Drahi by New Street Research
- SK Telecom (Buy, TP: KRW 116,000, +126%) Q1 24 Quick Take: Decent topline, but some margin pressure as AI investments start to impact by New Street Research
- NSR Policy: ACP Extension/Reform Gains Traction by New Street Research
- VIVT3 (Buy, TP: BRL61, +23%) Vivo - Solid underlying Q1s – headline EBITDA hit by one-offs by New Street Research
- Softbank Corp (Buy, TP: ¥2,500, +33%) SoftBank Corp looking to take a majority stake in LY Corp? Our thoughts. by New Street Research
- EchoStar: Quick thoughts following the call by New Street Research
- LG Uplus (Buy, TP: KRW 21,000, +110%) Q1 24 Quick Take: Better top line, but some pressure below EBITDA by New Street Research
- Softbank Corp (Buy, TP: ¥2,500, +33%) Q4 23 Quick Take: Bottom-line beat; mixed near-term guidance impacted by investments into Generative AI by New Street Research
- SATS: model update by New Street Research
- Telefonica (Buy, €4.50, +7%) Q1 24: Digi and downsizing drives potential upside by New Street Research
- NTT (Buy, TP: ¥240, +48%) Q4 FY23 Quick Take: Strong Q4 but weak FY24 guidance, our thoughts including call feedback by New Street Research
- European Telecoms High Yield review Setting out our key preferences by New Street Research
- KDDI (Buy, TP: ¥6,600, +53%) Q4 23 Quick Take: Better mobile trend and a decent sized buyback; FY24 guidance slightly soft by New Street Research
- Further thoughts on a potential USM acquisition by New Street Research
- Vodacom (Neutral, TP: ZAR130, +42%) Q4 24: Mixed; Good top line and EBITDA (driven by Egypt) but disappointing DPS by New Street Research
- Swisscom (Neutral, TP: CHF610, +22%) Q1 24:Mixed numbers, weaker SR trends in Switzerland by New Street Research
- ATUS 1Q24 Quick Take: EBITDA and broadband trends a little worse by New Street Research
- MELI US (Buy, TP: $1,800, +25%) Q1 24 - Argentina really is in the price now, Brazil and Mexico profitability well ahead by New Street Research
- FYBR 1Q24 Quick Take: Strong financial results powered by ARPU growth by New Street Research
- FYBR: quick thoughts following the call Part 2 by New Street Research
- Autumn for Broadband 1Q24 by New Street Research
- KSPI US (Buy, TP: $175, +45%) # INITIATION OF COVERAGE # Kaspi (Buy). If you like MercadoLibre , you'll probably love this! by New Street Research
- TIMS3 (Buy, TP: BRL23, +24%) TIM Brasil - Solid Q1s, trending ahead of FY guide by New Street Research
- What happened to the US broadband market? by New Street Research
- Inwit (Neutral, €12.8, +25%) 1Q24: Steady growth amidst a turbulent market by New Street Research
- AMX (Buy, TP: $24, +20%) Investor Day - Upbeat outlook, cash returns look set to rise quite materially by New Street Research
- LY Corp (Buy, TP: ¥585, +43%) Q4 FY23 Quick Take: Better than expected EBITDA guide and a bullish medium term EPS target; Line & PayPay linkage delayed by New Street Research
- MTN (Buy, TP: ZAR130, +39%) MTN Rwanda – Q1 24 Quick take: Slow start to the year by New Street Research
- 1&1 (Buy, €28, +70%) United Internet (Buy, €30, +30%) 1Q24: Spectrum decision imminent; increasing forward visibility by New Street Research
- SATS 1Q24 Quick Take: Operating trends fine; focus will be on capital raise by New Street Research
- Millicom (Buy, TP: $24) Q1 24 - Big (10%) EBITDA beat as Xavier Niel carves out more cost; revenue holding for now by New Street Research
- MTN (Buy, TP: ZAR130, +38%) MTN Uganda – Q1 24 Quick Take: Good start to the year by New Street Research
- Airtel Africa (Buy, TP: GBP1.5, +42%) Q4 24: Decent, Solid top line but slower EBITDA; positive message on HoldCo cash by New Street Research
- CityFibre & Three UK Can they get their deals done by year-end? by New Street Research
- T-Mobile and Verizon in talks to buy USM by New Street Research
- KT Corp (Buy, TP: KRW 70,000, +93%) Q1 24 Quick Take: Better profitability; shares cancellation a positive by New Street Research
- Safaricom (Neutral, TP: KES17, +7%) H2 FY24: Decent semester; Strong performance in Kenya, Ethiopia still a drag; Encouraging FY25 guidance by New Street Research
- NSR Policy: How will Government Review a TMUS/VZ Purchase of US Cellular? by New Street Research
- TIGO (Buy, TP: $30, +30%) Millicom - Upgrades following Q1s support rapid deleverage. TP to $30 from $24. by New Street Research
- Liberty LA (Buy, TP: $13, +50%) Liberty LA - Confidence in FCF grows, buy-back squeezing yield higher by New Street Research