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- ADYEN (BUY, TP: EUR1,700, +33%) Adyen post-call: FY 24 consensus likely to move up 1-2% by New Street Research
- Indian Telcos Rumours that Middle East Sovereign Wealth Funds are bidding on Indian Govt stake in Vodafone IDEA; Thoughts and implications for VIL and the other Indian Telcos by New Street Research
- MTN (Buy, TP: ZAR130, +47%) Q2 24: Better topline trends including improvements in South Africa; EBITDA impacted by Nigeria by New Street Research
- Singtel (Buy, TP: S$4.6, +55%) VRD getting priced in; rally likely to extend by New Street Research
- Cityfibre/ Sky/ BT: Our take A deal we have been expecting for some time by New Street Research
- PAGS US (BUY, TP: $15, +8%) Q2 24 - Quick Take: Nice beat and (smaller than expected) raise by New Street Research
- African Telcos - Catch Back: Headwinds easing, many markets to 2 players, recapture of some hard dollar revenue likely - AAF top pick, Vodacom to Buy by New Street Research
- 2Q24 Wireless Trends Exploring how FWA drives EBITDA growth by New Street Research
- FWA capacity: where we could be wrong (Verizon critique #1) by New Street Research
- TeleColumbus Q2 24: Growth drivers on track, but at a slightly higher cost by New Street Research
- Salt (Equal Weight) Q2 24: Slower growth, but still outperforming Swisscom and Sunrise by New Street Research
- Eolo Q1 25: An evolving FWA business model by New Street Research
- Altice France & Interational Q2 24: Better B2C trends in France, but guidance unchanged; Portugal sale is off by New Street Research
- Indonesian Telcos Q2 24 review: Continued margin expansion from XL and Indosat; trimmed target price for TLKM by New Street Research
- TalkTalk Refinancing update: One step forward, two steps back by New Street Research
- Thai Telcos Q2 24 review: Strong momentum with continued margin uplift by New Street Research
- FYBR Quick hit: Verizon acquiring Frontier (according to press) by New Street Research
- Verizon acquiring Frontier Part II (the Verizon angle) by New Street Research
- The deal Verizon or AT&T should do next by New Street Research
- SQ US (Neutral, TP: $70, +15%) Block INITIATION: Spin the Wheels by New Street Research
- iPhone 16 unlikely to drive big upgrades by New Street Research
- NSR Tech Policy: Google and the Antitrust State of Play by New Street Research
- TalkTalk Still challenged, but now in the price: Back to Neutral by New Street Research
- Vodafone (Buy, 140p, +82%) Vodafone-Three UK: A clear path to the deal being approved by New Street Research
- EU Towers CTIL transaction at markdown multiple by New Street Research
- Indian Telcos Q1 FY25 review: Slower mobile with modest rise in margins by New Street Research
- The FWA Capacity Report Series, Volume III The cost of adding capacity for FWA by New Street Research
- Singtel (Buy, TP: S$4.6, +55%) – VRD getting priced in; rally likely to extend by New Street Research
- PYPL (BUY, TP: $85 ($80), +25%) PayPal - Faster lane, bigger destination; Apple NFC announcement - Target up to $85 by New Street Research
- SATS: Model Update by New Street Research
- South African Telcos - Upgrade as the long cycle turns. Vodacom to Buy, pt to ZAR 150. by New Street Research
- Vodafone (Buy, 140p, +89%) Hidden upside in the non-EU assets by New Street Research
- South Korean Telcos Q2 24 review: Softer but capex moderation remains encouraging by New Street Research
- Chinese Telcos Q2 24 review: Strong earnings despite softer topline; rising dividends by New Street Research
- eir (Most Preferred) Q2 24: Another good set of numbers by New Street Research
- Iliad (Equal Weight) Q2 24: Strong performance, but slower MSR growth in France and lower adds could be the SFR read-across by New Street Research
- Singtel (Buy, TP: S$4.6, +52%) Highlights from Investor Day 2024; positive comments around shareholder remuneration likely to extend the rally. by New Street Research
- Odido Q2 24: Fixed going from strength to strength, but mobile lagging behind by New Street Research
- EM Telcos Jio targeting doubling in size and 1m monthly adds for FWA in India. Both are significant for Indian telcos and the latter is significant for the development of FWA Globally by New Street Research
- TeleColumbus: Deep-dive review Increased conviction in credit upside by New Street Research
- NSR Policy: It’s the Election, Stupid (or Is It?): Comparing Harris and Trump Impact on Telecom Policy by New Street Research
- NSR policy: Will the Government Allow Verizon to Buy Frontier? by New Street Research
- Verizon acquiring Frontier: quick thoughts following the call by New Street Research
- PYPL US (BUY, TP: $85, +25%) PayPal Everywhere? Well, almost there.. by New Street Research
- AT&T signals it doesn’t want to buy anything (…but we don’t buy it) by New Street Research
- Liberty Global (Neutral, $23, +16%) Sunrise CMD feedback and Liberty Global impact: Quick Take by New Street Research
- PYPL US (BUY, TP: $85, +24%) ADYEN (BUY, TP: EUR1,700) SQ US (Neutral, TP: $70) Real Time Payments: Risks for Visa/Mastercard, implications for PSPs - Global learnings by New Street Research
- Rakuten (Reduce, TP: ¥400, -57%) Softer net additions to be expected in Q3; new senior plan launched by New Street Research
- Frontier & Verizon: the process isn’t over yet by New Street Research
- DISH / DTV merger talks on again? by New Street Research