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refin_telecom / Equity
- Vodafone should be bold: Buy out OXG minority Unlocking synergies from inefficient network overlap by New Street Research
- Liberty LA (BUY, TP: $13, +38%) Liberty LA / LCPR bonds - Outlook into Q3, focus on Puerto Rico; launch of Loop Telecom by New Street Research
- Frontier / Verizon Deal - The case for a higher price by New Street Research
- VEON (Buy, TP: $65 from $40, +117%) Focus on Digital, Buy, PT to US$65/ADR by New Street Research
- CHTR Quick Hit: Charter Buybacks Muted in October by New Street Research
- Altice France (Most Preferred) Updating Drahi net worth for recent newsflow and appraising the latest offer from Drahi to lenders by New Street Research
- Deutsche Telekom (Buy, €36, +33%) CMD feedback: Conclusions on use of capital by New Street Research
- Indian Mobile VIL – Nationalisation beckons, and implications for Bharti/RIL by New Street Research
- TalkTalk Auditor resignation details now published by New Street Research
- NSR Policy: Election Impact: Summary of Notes Plus Upcoming Calls by New Street Research
- FYBR Quick Hit: Top Shareholders Planning to Vote Against the Deal by New Street Research
- AMX(Buy, TP: $22, +34%) America Movil - Q3 24: Accelerating growth, 4% beat; buy-back should build into Q4 by New Street Research
- EM Telcos Q2 24: Enterprise softer but remains a secular trend by New Street Research
- China Tower (Buy, TP: HK$ 1.40, +30%) Q3 24 Quick Take: Faster EBITDA and net profit trend supportive of higher year-end dividends by New Street Research
- KASPI US (BUY, TP: $175, +53%) Kaspi - Gobbling up E-Comm in Turkey / Q3's beat by New Street Research
- Verizon’s New Fiber Strategy: What to expect from the analyst day by New Street Research
- FYBR Quick Hit: Another Shareholder Voting Against the Deal by New Street Research
- LUMN Quick Hit: Lumen and Meta Sign PCF Contract by New Street Research
- NSR Policy: FCC Votes to Provide T a Big Step Towards 4.9 GHz Win by New Street Research
- VZ: quick thoughts following the analyst day by New Street Research
- AT&T 3Q24 Quick Take: Strong results by New Street Research
- AT&T: quick thoughts following the 3Q24 call by New Street Research
- Orange (Buy, TP: €14.3, +40%) Q3 24: Solid EBITDAaL, encouraging France SR outlook statements by New Street Research
- T-Mobile 3Q24 Results Review & Model Update by New Street Research
- Mas Orange (Equal weight) Q3 24: Acceleration in SR and EBITDAaL growth by New Street Research
- Eutelsat 1Q25 Outlook: Revisiting the FY25 guidance by New Street Research
- NSR Policy: Implications of Multiple Mergers at the FCC by New Street Research
- EM Towers Q2 CY24 review: Improving trends in China and Africa, Indonesia stable while Indus slowed by New Street Research
- Deutsche Telekom (Buy, €36, +33%) CMD outlook and thoughts by New Street Research
- TMUS seems lukewarm on Cable acquisition by New Street Research
- If Trump Wins, How Will Musk Affect Telecom Policy? by New Street Research
- Indus Towers (Reduce, INR 280 from INR 265, -26%) Implications for Indus of likely VIL nationalisation by New Street Research
- Reliance Industries (Neutral, TP: INR 3,400, +25%) Q2 FY25 Quick Take: Better Jio performance overshadowed by weaker Retail and O2C; FWA momentum building up by New Street Research
- WISE (BUY, TP: £9.00, +30%) WISE H1 25 - Upgrade to BUY: Good entry point for Platform Opportunity by New Street Research
- US Broadband: Impact of Storms Helene and Milton by New Street Research
- NU US (Neutral, TP: $13, -8%) Nubank - Fintech disrupting Telcos? Sporting bets, Q3 outlook by New Street Research
- FYBR: Parallels to MetroPCS Deal by New Street Research
- Elisa (Neutral, TP: €53, +9%) Q3 24: Stable MSR growth, but much weaker fixed, EBITDA in-line by New Street Research
- US Cellular Sells 850MHz Licenses to Verizon by New Street Research
- EchoStar: Value increases following transactions (but takes longer to realize) by New Street Research
- NSR Policy: Musk and BEAD: Further Thoughts by New Street Research
- What will Verizon say about FWA tomorrow? by New Street Research
- Tele2 (Neutral, TP: SEK 109, -2%) Q3 24: A slightly weak set of numbers, guidance reiterated by New Street Research
- Verizon 3Q24 Quick Take: Consumer Wireless improving; financial results a little soft; focus will be on broadband strategy & iPhone upgrades by New Street Research
- Verizon Model Update by New Street Research
- FYBR Quick Hit: Glendon Letter Confirms Intention to Vote Against the Deal by New Street Research
- AT&T Model Update by New Street Research
- TMUS: quick thoughts following the 3Q24 call by New Street Research
- Telia (Neutral, TP: SEK 35, +7%) Q3 24: Good numbers, Sept CMD provides a near-term catalyst by New Street Research
- Proximus (Neutral, TP: €12.0, +89%) Q3 24: Good numbers vs consensus and guidance lifted, remains very long-dated by New Street Research