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refin_telecom / Equity
- CHTR Quick Hit: One buyback mystery solved; another emerges by New Street Research
- NSR Policy: The Prospects for a DBS Merger Review: This Time It Actually is Different by New Street Research
- T-Mobile: one more thing to expect from the analyst day by New Street Research
- T-Mobile: further quick thoughts from the analyst day by New Street Research
- Japanese Telcos - Takeaways from Meetings with the Japanese Telcos + Rakuten in Tokyo. Switch from SB to NTT (and KDDI). NTT new top pick. by New Street Research
- NSR Policy Quick Take: DISH Seeks FCC Adjustments to Build Out by New Street Research
- EU Towers (Cellnex - Neutral, €31, -16%; Inwit - Neutral, €12, +8%) : Rates down, towers up….but is that right? by New Street Research
- Dish seeks build extension (that we think they'll get) by New Street Research
- TikTok/Google Litigation Expert Call Recap: Timelines, Remedies, and why to Buy SNAP by New Street Research
- Verizon / Frontier: How much can Verizon pay by New Street Research
- T Advancing Towards 4.9 GHz FCC Win by New Street Research
- Dish ends negotiations with DBS creditors by New Street Research
- EMEA & African Telcos & Towers - High Yield Review – Initiate Coverage on Axian Telecom and Liquid Intelligent Technologies, plus VEON, IHS Towers & Helios by New Street Research
- Verizon & AT&T Model and Valuation Updates by New Street Research
- Altice Pre-3Q24 Model Update by New Street Research
- T-Mobile selling 3.45GHz portfolio by New Street Research
- Protelindo (Buy, TP: IDR1,500, +75%) Q2 24 Quick Take: Faster topline on fibre strength despite short-term Tower headwind by New Street Research
- 2Q24 Broadband Trends: Are fiber builds accelerating? by New Street Research
- NSR Policy: Rural Areas and the DBS Merger by New Street Research
- US Internet Proprietary Survey: Search and AI Chatbots Google remains heavy search favorite, chatbot usage surprisingly high by New Street Research
- NSR Policy: What We Learned from the DBS Deal Announcements by New Street Research
- Telenor (Buy, TP: NOK180, +32%) Telenor – Target up to NOK180, +32%, re-iterate Buy by New Street Research
- Orange (Buy, TP: €14, +35%) Altice France (SFR); High Yield (Overweight) Iliad; High Yield (Equal weight) by New Street Research
- Comcast Pre-3Q24 Model Update by New Street Research
- WLN (Neutral, TP: EUR8.5, +30%) NEXI (Neutral, TP: EUR7.2, +20%) ADYEN (BUY, TP: EUR1,700, +30%) by New Street Research
- T-Mobile: what to expect at the analyst day by New Street Research
- Eutelsat INITIATION: Bonds on solid ground, despite OneWeb risks by New Street Research
- TMUS Analyst Day: Guidance so far by New Street Research
- Deutsche Telekom (Buy, €36, +36%) After TMUS, what's coming at its own CMD? by New Street Research
- LatAm Telcos - EM wireless concentration: LatAm points to Millicom and LiLAC by New Street Research
- VEON (Buy, TP: $40, +33%) Feedback from VEON NDR by New Street Research
- Altice France (Most Preferred) Our take on the latest reported offers by New Street Research
- Indian Telcos – Final AGR ruling and Vodafone IDEA Equipment deal – Our thoughts. by New Street Research
- Eutelsat (Neutral, €3.5, -7%) OneWeb in search of a partner? Our take. by New Street Research
- IHS Towers (Buy, TP: $8, +170%) Investor call feedback by New Street Research
- CHTR Quick Hit: Charter and Liberty Trying to Merge by New Street Research
- NSR Policy: The DBS Deal and the 12 GHz Band by New Street Research
- Telia (Neutral, SEK33, -4%) Supportive CMD, but not enough to sustain another significant rally – downgrade to Neutral by New Street Research
- Odido CFO call meeting notes: Interesting read across for KPN/Vod-Ziggo on ODF capacity by New Street Research
- Dish / DTV reportedly close to a deal by New Street Research
- PYPL US (BUY, TP: $100, +28%) PayPal - Everywhere CAC/LTV modeling, Amazon in focus; TP to $100 by New Street Research
- Rakuten (Reduce, ¥400, -56%) Rakuten cancels FinTech reorganization; Rakuten Card to deepen alliance with Mizuho instead by New Street Research
- AT&T selling DTV stake to TPG by New Street Research
- EchoStar transactions – they did it! by New Street Research
- FYBR Quick Hit: preliminary proxy yields some important insights by New Street Research
- MercadoLibre (Neutral, TP: $2,000, +2%) - Credit card headwinds; comps with Nubank (Neutral, TP: $13.0, -2%). Maintain Neutral(s) by New Street Research
- TRUE Corp (Buy, TP: THB 18 from THB 15, +60%) Update following NDR; synergies being delivered; PT to THB 18 by New Street Research
- Charter Pre-3Q24 Model Update by New Street Research
- Ad Tech Policy Expert Call Recap: State of the GOOGL Ad Tech Case, Fingerprinting, FTC on Hashing by New Street Research
- Rakuten (Reduce, ¥400, -56%) Rakuten selling a stake in Rakuten Card – highlights the extreme implied value of Mobile by New Street Research