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refin_telecom / Equity
- ADYEN (Buy, TP: EUR1,700, +50%) Stripe at $70 billion - What's this mean for Adyen? by New Street Research
- US Telecoms Quick Take: The Lifetime Value of an FWA Subscriber by New Street Research
- TalkTalk FY24 results and update More questions than answers ahead of refinancing by New Street Research
- EU Towers/ Vodafone Our take on Vantage selldown by New Street Research
- KSPI US (Buy, TP: $175, +35%) Kaspi Q2 24 - Solid print, lack of guide lift shouldn't surprise; e-Cars/digital Ad in focus by New Street Research
- Verizon Model Update by New Street Research
- CMCSA 2Q24 Quick Take: Broadband adds and EBITDA better by New Street Research
- Vodacom (Neutral, TP: ZAR130, +35%) Q1 25 – Good start to the year, strong Egypt SR and encouraging SA prepaid by New Street Research
- Orange (Buy, TP: €14.3, +40%) Q2 24: EBITDAaL beat, some guidance upgraded, French KPIs and SR outlook good by New Street Research
- Comcast Model Update by New Street Research
- KPN (Neutral, TP: €3.7, -1%) Q2 24: Priced for perfection, and this wasnt a perfect quarter by New Street Research
- TMUS quick hit: Lumos expands into Ohio by New Street Research
- AT&T Model Update by New Street Research
- Airtel Africa (Buy, TP: 200p, +90%) Q1 25: Slow start to the year, decent top line but margins impacted by energy costs by New Street Research
- Indus Towers (Reduce, TP: INR265, -40%) Proposed share buyback. Our thoughts. by New Street Research
- Proximus (Neutral, TP: €9.5, +21%) Q2 24: Good numbers and fibre deal supportive for SOP (but bad for near-term FCF) by New Street Research
- Bouygues Telecom Q2 24: Slower SR and EBITDAaL growth, but better mobile adds (positive read across for SFR) by New Street Research
- Charter Model Update by New Street Research
- AMX (Buy, TP: $22, +32%) Televisa (Neutral, TP: $3.5, +58%) Megacable (Neutral, TP: $55, +26%) Totalplay (NR, High Yield) Mexican Cable/FTTH - Q2 24: AMX and TPLAY strongest performers; TV hinting at deep value by New Street Research
- Inwit (Neutral, €12, +16%) 2Q24: Soft quarter, slowing anchor tenant growth by New Street Research
- BT (Buy, £2.30, +63%) Drahi's position: Revealing what is going on by New Street Research
- MTN (Buy, TP: ZAR130, +65%) MTN Nigeria – Q2 24 Quick Take: Solid top line, weak EBITDA by New Street Research
- Ziply Fiber: quick thoughts of exit options by New Street Research
- TMUS: quick thoughts following the call by New Street Research
- Reliance Industries (Neutral, INR 3,400 from INR 3,270, +12%) Deeper dive into Reliance Jio; Raise RIL pt to INR 3,400 but downgrade to Neutral by New Street Research
- AMX (Buy, TP: $22, +20%) AMX - Q2 24: EBITDA beat, trends high-end/above MT guide, strong Buy back by New Street Research
- Telia (Buy, TP: SEK33, +14%) Q2 24: Good numbers; Sept CMD provides a near-term catalyst by New Street Research
- Telenor (Buy, TP: NOK138, +15%) Q2 24: Guidance lifted, and yet the rump has been de-rated by New Street Research
- Verizon 2Q24 Quick Take: Headline metrics in line; Wireless adds missed, adjusted for second lines by New Street Research
- VZ: quick thoughts following the call by New Street Research
- VEON (Buy, TP: $40, +50%) Jazz secured PKR 75bn (US$270m) credit facility in Pakistan. Our thoughts. by New Street Research
- CMCSA: quick thoughts following the call by New Street Research
- TV US (Neutral, TP: $3.5,) Televisa Q2 24 - Cost (and maybe capex?) trying to offset very weak cable/DTH top line by New Street Research
- Eolo: Q4 24 - Back to Equal Weight More positive longer-term, more cloudy near-term by New Street Research
- AT&T 2Q24 Quick Take: Financial results in-line; Mobile KPIs strong by New Street Research
- TMUS quick take: acquiring stake in Metronet by New Street Research
- AT&T: quick thoughts following the call by New Street Research
- BT Group (Buy, £2.30, +68%) 1Q25: Where are the broadband subscribers going? by New Street Research
- Vodafone (Buy, 135p, +91%) Q1 25 - Assessing a revised outlook for Germany by New Street Research
- Liberty Global (Neutral, $24, +24%) Q2 24: Deeper dive on VMO2 results and Telenet FTTH deal by New Street Research
- CHTR 2Q24 Quick Take: Subscribers and EBITDA beat by New Street Research
- CHTR: quick thoughts following the call by New Street Research
- Mitratel (Buy, TP: IDR1,135, +73%) Q2 24: YTD EBITDA tracking ahead by New Street Research
- PYPL US (Buy, TP: $80, +25%) PayPal Q2 24 - Beat and raise; Fastlane driving product focus by New Street Research
- VIVT3 (Buy, TP: BRL61, +26%) Vivo Solid Q2s – Small revenue and underlying EBITDA beat, robust FCF by New Street Research
- Swisscom (Neutral, TP: CHF611, +15%) Q2 24: Mixed numbers, Switzerland EBITDA has missed consensus expectations by New Street Research
- Telefonica (Neutral, €4.3, +3%) Q2 24: Not one, not two, but three accretive deals by New Street Research
- T-Mobile 2Q24 Quick Take: Results solid; the focus will be on convergence comments by New Street Research
- Telecom Italia (Buy, €0.34, +48%) Q2 24 - Catalysts ahead should support the stock by New Street Research
- MTN (Buy, TP: ZAR130, +65%) MTN Ghana – Q2 24 Quick Take: Another solid quarter, good support for the group by New Street Research