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refin_telecom / Equity
- New Street: MTS (Buy): Q220 results - Strong performance continues to justify positive outlook by New Street Research
- New Street: AMX - Upgrade to Buy. US exit paves way for cash returns by New Street Research
- New Street: Japanese Telcos: NTT tender for DCM minorities? Bullish across the board by New Street Research
- New Street: Telstra: Launch of 5G FWA, initially a complementary service to NBN by New Street Research
- New Street Iliad: Buy from Neutral, €210, +29% (from €185): Mis-priced growth by New Street Research
- New Street: Telstra (upgrade to Buy): Several likely catalysts to close out 2020 by New Street Research
- New Street: KPN (Buy): Are public markets missing the FTTH opportunity in The Netherlands? by New Street Research
- New Street: Brazil Telecoms: Oi - CEO/CFO Investor Call Feedback by New Street Research
- New Street: Liberty LA (Buy) Q3s: Strong beat, better PR & CWC offsets weaker, worrying trends in Chile by New Street Research
- New Street: Liberty Global (Buy): Feedback from CFO analyst call by New Street Research
- New Street: Liberty LA (Buy) - Comfortable with Chile, Covid-cooling potential at CWC by New Street Research
- New Street: French market wrap Q3 20: Acceleration in service revenue trends by New Street Research
- New Street: Bouygues Telecom CMD: Read across for the French market is positive by New Street Research
- New Street: MercadoLibre (Buy) - Q4s Quick Take: Revenue beat on higher Takes; Credit expansion coming through by New Street Research
- New Street: Good quarter overall, Bharti impressive again; Q3FY21 review by New Street Research
- New Street: DT (BUY): Q4 20 - Answering the FTTH question by New Street Research
- New Street: Altice Q4 20: Better trends at both France and International by New Street Research
- New Street: H121 results suffer as enterprise slows by New Street Research
- New Street: Liberty LA (Buy, TP: $18, +30%) Liberty LA Q1s Quick Take: Puerto Rico bails out Chile - again by New Street Research
- New Street: SK Telecom (Buy, TP: KRW410,000, +29%) Feedback from conference call and results detail by New Street Research
- New Street: KDDI (Buy, TP: ¥4,800, +29%) Feedback from small group call with IR by New Street Research
- New Street: Televisa Q2s - cable momentum stutters by New Street Research
- New Street: Chinese Telcos: How big could buybacks be? by New Street Research
- New Street: Are Emerging Market Telcos bad businesses? by New Street Research
- New Street: AMX (Buy, TP: $16.8, +12%) AMX Q2s Quick Take: Revenue/EBITDA beats, buy-back accelerates by New Street Research
- New Street: Japanese Telcos - Impact of the resignation of Shinzo Abe on the Japanese Telcos by New Street Research
- New Street: Japanese Telcos: Is a 15% capex cut plausible? by New Street Research
- New Street: Scandi Soothsayers – cost cutting to dominate the Q3 agenda (Telia, Telenor, Tele2, Elisa) by New Street Research
- New Street: Millicom Q3 outlook; Downplaying 2021 expectations by New Street Research
- New Street: Our Quick Take: M&A in EU Telecoms continues - TalkTalk receives an offer by New Street Research
- New Street: SK Telecom (Buy): Partnering with Uber to unlock further value by New Street Research
- New Street: Tele2 (Buy): Q3 20 - EBITDA beat this quarter, and a beat for the full year looks possible too - Quick Take by New Street Research
- New Street: Liberty Global (Buy): Q3 20 - Improving commercial momentum by New Street Research
- New Street: Safaricom - H121 - tough numbers, but building longer-term value in m-Pesag by New Street Research
- New Street: Telkom SA (Buy): Strong underlying trends and positive outlook by New Street Research
- New Street: Vodafone (Buy): Can you remember the last time they beat the competition in all 4 major markets? by New Street Research
- New Street: Millicom - Feedback from Investor Call with CFO, Tim Pennington by New Street Research
- New Street: Telecom Italia (BUY): Q4 20 - Clear signs of improvement. Leverage could now be a real blessing for equity holders by New Street Research
- New Street: MTN: Quick take - Solid quarter but leverage impacts dividend again by New Street Research
- New Street: Liberty LA (Buy) Q4s: EBITDA beat; Solid FCF guide; Panama carved out and in focus by New Street Research
- New Street: KPN (Buy) FTTH JV - Good price achieved, positive for the dividend by New Street Research
- New Street: Malaysian Telcos: Celcom/Digi merger announced; upgrade Axiata to Buy by New Street Research
- New Street: UK Consumer Telecoms survey Environment seems supportive for price rises BT (Buy, 225p, + 43%) Liberty Global (Buy, $41.5, +61%) by New Street Research
- New Street: Indian Mobile TRAI data suggests another strong quarter beckons for Bharti (Buy) by New Street Research
- New Street: Japanese telcos Third quarter in a row of strong performance, stay bullish – Q4 20 review by New Street Research
- New Street: MEGACPO (Neutral, TP: MXN74, +2%) MEGA Q2 outlook: growth firm; Izzy and capex weighing on the stock by New Street Research
- New Street: Telefonica - Q2 outlook, consensus upgrades coming for 2022 by New Street Research
- New Street: Indian Mobile – Slower quarter overall, concerns about VIL; Q4FY21 review by New Street Research
- New Street: Tele2 (Buy, TP: SEK145, +20%) Q2 21: Good beat and guidance raise by New Street Research
- New Street: Chinese Telcos Double digit revenue growth in Q2 by New Street Research