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- Cellnex (Neutral, €32, -4%) Q2 24: All eyes on potential Austrian sale price by New Street Research
- TIMS3 (Buy, TP: BRL23, +32%) VIVT3 (Buy, TP: BRL61, +26%) AMX (Buy, TP: $22, +32%) TIM Brasil (Buy) / Brazil Q2 wrap - Strong EBITDAaL beat at TIM / Market round up / Nubank MVNO latest Fintech-Telco offer by New Street Research
- ATUS: quick thoughts following the call by New Street Research
- Altice International sells Teads - Implications for ATCI and SFR by New Street Research
- LY Corp (Buy, TP: ¥585, +66%) Q1 FY24 Quick Take: Another EBITDA beat; ¥150bn share repurchase announced; great numbers from PayPay again by New Street Research
- Summer Interruptus: ISPs Obtain Stay of Title II Ruling by New Street Research
- United Internet (Buy, €30, +52%) / 1&1 (Buy, €27, +84%) 2Q24: Guidance cut on weaker retail growth; higher network costs by New Street Research
- Millicom (Buy, TP: $30, +17%) Multiple M&A’s: Millicom (BUY) in Colombia/Costa Rica – synergies >$1 billion / Q2 24 highlights by New Street Research
- Frontier Model Update by New Street Research
- Softbank Corp (Buy, TP: ¥2,500, +40%) Q1 24 Quick Take: Tracking strongly; positive mobile ARPU for the first time since FY19 by New Street Research
- LUMN: quick thoughts following the call by New Street Research
- NTT (Buy, TP: ¥240, +61%) Q1 FY24 Quick Take: Profitability largely in-line with guidance, but mobile remains somewhat challenging by New Street Research
- China Tower (Buy, TP: HK$ 1.40, +45%) Q2 24 Quick Take: Sustained profitable growth on faster trends; first interim dividend announced by New Street Research
- CHTR Quick Hit: Charter Buys Back $155MM of Shares in July by New Street Research
- Deutsche Telekom (Buy, €33, +35%) Q2 2024: Continued strength ahead of the CMD by New Street Research
- KT Corp (Buy, TP: KRW 70,000, +83%) Q2 24 Quick Take: Impacted by one-off cost and B2B restructuring by New Street Research
- SATS 2Q24 Quick Take: FCF beat; big questions still unresolved by New Street Research
- Cellnex (Neutral, €32, -7%) Austria sale – end of the private valuation premium? by New Street Research
- BT (Buy, 225p, +60%) Bharti deal will trigger more buying in the market by New Street Research
- TalkTalk Shareholder injection unlikely to be enough by New Street Research
- IHS Towers (Buy, TP: $8, +158%) Q2 24: Solid quarter and encouraging message on margins; still waiting for the strategic review – Call feedback included by New Street Research
- MTN (Buy, TP: ZAR130, +54%) MTN Rwanda – Q2 24 Quick take: Tough quarter, FY24 guidance cut by New Street Research
- Digi (Equal Weight) Q2 24: Good results, capex guidance lifted by New Street Research
- Singtel (Buy, TP: S$4.6, +54%) Q1 FY25 Quick Take: Improving core profitability, EBIT ahead of upper end of bullish guidance by New Street Research
- Global Towers Digital Bridge to acquire JTower. Very brief thoughts and implications for Global Towers & Japanese Telcos by New Street Research
- VEON (Buy, TP: $40, +52%) US$100m share buyback announced; delisting from Euronext Amsterdam by New Street Research
- ATUS 2Q24 Quick Take: Subscribers, ARPU, and EBITDA all a little soft by New Street Research
- MELI US (Neutral, TP: $1,800, +15%) MercadoLibre Q2 24 - Quick Take: Strong beat, Brazil GMV continues to surprise; Earnings call feedback by New Street Research
- KDDI (Buy, TP: ¥6,600, +51%) Q1 24 Quick Take: Solid by New Street Research
- FYBR 2Q24 Quick Take: Broadband adds beat; EBITDA in-line; guidance raised by New Street Research
- FYBR: quick thoughts following the call by New Street Research
- 1&1 (Buy, €27, +84%) United Internet (Buy, €30, +52%) 2Q24: Guidance cut on weaker retail growth; higher network costs by New Street Research
- MTN (Buy, TP: ZAR130, +75%) MTN Uganda – Q2 24 Quick Take: Strong quarter by New Street Research
- SK Telecom (Buy, TP: KRW 116,000, +122%) Q2 24 Quick Take: Encouraging Mobile and Enterprise trend again; push towards AI monetisation by New Street Research
- The FWA Capacity Report Series, Volume III: Wireless carriers may increase FWA targets (but that is OK) by New Street Research
- LG Uplus (Buy, TP: KRW 21,000, +112%) Q2 24 Quick Take: Decent net additions and capex move but profitability still under pressure by New Street Research
- OTE (Buy, TP: €18.5, +15%) Q2 24: Greece beats expectations by New Street Research
- Autumn for Broadband 2Q24 by New Street Research
- MTN (Buy, TP: ZAR130, +73%) IHS Towers (Buy, TP: $8, +167%) MTN and IHS contract renewals in Nigeria – Our thoughts and implications by New Street Research
- VEON (Buy, TP: $40, +48%) Q2 24 Quick Take: Trends still good; guidance reiterated by New Street Research
- Rakuten (Reduce, TP: ¥400, -48%) Q2 24 Quick Take: Mixed, surprising and large increase in net debt, Reduce, pt ¥400 by New Street Research
- FYBR: addressing controversies surrounding disclosure and pricing by New Street Research
- Altice France (Most Preferred) Altice International (Most Preferred) Sotheby's stake sale - Our take by New Street Research
- Bharti Airtel (Neutral, TP: INR 1,500, +3%) Bharti Global to acquire 24.5% stake in BT. Implications for Bharti Airtel. by New Street Research
- LUMN: What is Lumen worth now? by New Street Research
- Japanese Telcos Q1 FY24 review: Softbank outperforming by New Street Research
- NU US (Neutral, TP: $12.5, -2%) Nu Holdings Q2 24 Quick Take: In-line, pre-provisioning, moderated growth indicators by New Street Research
- DLO US (BUY, TP: $14, +90%) Q2 24: Quick Take - Sequential gross profit improvement a good start by New Street Research
- ADYEN (BUY, TP: EUR1,700, +40%) Adyen H1 24 - Solid print, nice lift in (Q2) Revenue growth; focus on TCO by New Street Research
- FWA in Europe: Maybe it isn't accelerating Analysis of Hutchison's H1 results by New Street Research