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refin_telecom / Equity
- VEON (Buy, TP: $40, +45%) Very bullish medium term guidance, well ahead of expectations. by New Street Research
- CHTR Quick Hit: Charter Buys Back $125MM of Shares in May by New Street Research
- PYPL US (Buy, TP: $80, +23%) PayPal - Apple Pay features update: Implications / First Read by New Street Research
- Orange (Buy, TP: €14, +47%) Altice France (SFR) - Most preferred Iliad - Equal Weight French mobile pricing changes: over-reaction, Orange looks over sold by New Street Research
- WISE (Neutral, TP: £8.30, +10%) WISE FY 24 - Weak guide on Volume, Price & Cost by New Street Research
- WISE (Neutral, TP: £8.00 (from £8.30) , +10%) WISE - FY model update: On the Attack; Company call feedback by New Street Research
- NSR Policy: More ACP Action (and Bills) and Litigation Chess Moves on New York Law and Net Neutrality by New Street Research
- Singtel (Buy, TP: S$4.4, +68%) S$1.75bn investments in STT GDC by Singtel-KKR consortium; JV with Telekom Malaysia for a 200MW data centre. Our thoughts. by New Street Research
- NSR Policy: Update on Bulk Billing by New Street Research
- CHTR Quick Hit: Charter Raising Broadband Prices by New Street Research
- PYPL US (Buy, TP: $80, +33%) PayPal: Apple Pay on 3rd-party browser - not "Game Over" for Branded by New Street Research
- Verizon Model Update by New Street Research
- Liberty LA (Buy, TP: $13, +45%) cements Chile exit, longer road for AMX (Buy, TP: $22 (from $24), +40%) ClaroVTR model update by New Street Research
- Nigerian Telcos Q1 24 review: Strong underlying top line, weak profits driven by FX by New Street Research
- Comcast Model Update by New Street Research
- Indian Mobile Price hikes priced in? by New Street Research
- 1Q24 Wireless Trends by New Street Research
- Orange/SFR/Iliad/Bouygues More French mobile tariff changes by New Street Research
- Sub-Saharan African Telecoms Solid top line, decent overall performance given the macro environment; Q1 24 review by New Street Research
- PYPL US (Buy, TP: $80, +33%) ADYEN (Buy, TP: EUR1,800, +58%) Visa-Mastercard Settlement blocked: Rise of the Merchants revisited by New Street Research
- Japanese Telcos Q4 FY23 review: Diverging mobile by New Street Research
- LatAm Fintech into Q2s: FX, rates and Mexico in focus: MELI/NU/DLO/PAGS/STNE by New Street Research
- NSR Policy: What the Congressional FCC Hearing Taught Us and What the Net Neutrality Stay Did Not Teach Us by New Street Research
- Elisa (Neutral, TP: €53, +26%) Q2 24: Better SR trends, but MSR growth slower and EBITDA in-line only by New Street Research
- Tele2 (Neutral, TP: SEK109, +4%) Q2 24: A solid set of numbers, guidance reiterated, but no upgrades yet by New Street Research
- Singtel (Buy, TP: S$ 4.4, +74%) Feedback from NDR by New Street Research
- Singtel (Buy, TP: S$ 4.4, +71%) - Large governmental contract bagged by Optus Enterprise by New Street Research
- Japanese Telcos From “rising tide” to “winner takes all” – Should you still switch from NTT/KDDI to SoftBank Corp? by New Street Research
- 1Q24 Broadband Trends by New Street Research
- Bharti Airtel, Airtel Africa & Singtel At $100bn, downgrade Bharti Airtel to Neutral; play via Singtel or AAF. Upgrade AAF pt to 200GBp by New Street Research
- UK Altnet Update: Consolidation underway Implications for BT and the UK broadband market by New Street Research
- South Korean Telcos MSIT may revoke fourth operator's 28 GHz licence by New Street Research
- Vodafone (Buy, £1.35, +88%) Might Vodafone be able to extract cash from India?! by New Street Research
- Broadband: how many subscribers can FWA support by New Street Research
- EM Towers Q1 CY24 review: Better overall; trimmed price targets for Indonesian Towers on consolidation risk by New Street Research
- Indian Mobile Indian Spectrum Auction – Day 1 results confirm modest spending likely by New Street Research
- Altice Model Update by New Street Research
- Liberty LA (Buy, TP: $13, +45%) AMX (Buy, TP: $22 (from $24), +40%) Liberty LA cements Chile exit, longer road for AMX ClaroVTR model update by New Street Research
- Indian Mobile India's auction concludes - Our final thoughts by New Street Research
- FYBR: creating value through structural separation by New Street Research
- Indian Mobile Bharti follows Jio with price hikes, but perhaps not as much as expected? Further thoughts. by New Street Research
- Frontier Model Update by New Street Research
- BT (Buy, £2.35, +68%) Was £1.95 Revisiting the Openreach story: Target up to £2.35 by New Street Research
- Singtel (Buy, TP: S$4.6 from S$4.4, +65%) Core inflection; better way to play Bharti than Bharti; price target to S$4.6. by New Street Research
- Feedback from call with Orange IR on French pricing - back book increases might offset front book changes Orange (Buy, TP: €14, +51%) Altice France - Most Preferred Iliad - Equal Weight by New Street Research
- EU Telecoms: Half-time report 2024 Sector should still be able to outperform: EFCF growth above the market by New Street Research
- A Midsummer Night’s Policy Update: Spectrum, ACP, and USF by New Street Research
- WISE (Neutral, TP: £8.00, +5%) WISE Q1 25 trading statement: Nice beat, after expectations reset by New Street Research
- US Telecoms Quick Take: Rumored Verizon Tower Sale is too Cheap by New Street Research
- Singtel/AIS Merger of Intouch and Gulf Energy; VTO of AIS. Implications to Singtel and AIS. by New Street Research