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refin_telecom / Equity
- SK Telecom (Buy, TP: KRW 116,000, +101%) New Corporate Value Up Plan by New Street Research
- What if Elon Can Deliver a Gig? Where it Matters and Where it Doesn’t by New Street Research
- Chinese Telcos Q3 24 review: Macro continues to impact the top line by New Street Research
- FYBR: “You Don’t Have the Votes” by New Street Research
- What does a failed spectrum auction mean for Dish by New Street Research
- FYBR: Company worth at least $63 / share, based on mgmt. forecast by New Street Research
- FYBR: Response to Management II by New Street Research
- Eutelsat 1Q25: Revenue light; OneWeb funding concerns remain by New Street Research
- Mitratel (Buy, TP: IDR1,135, +76%) Q3 24 Quick Take: Faster by New Street Research
- Indian Mobile Broadband upgraded as FWA takes off; Bharti price target upgraded and Recommendations of both RIL and Bharti back to Buy by New Street Research
- Telenor (Buy, TP: NOK 180, +30%) Q3 24: Nordic guidance lifted, and yet the rump has been de-rated by New Street Research
- VirginMedia-O2 Detailed review - with focus on nexfibre and leverage levels by New Street Research
- Liquid Intelligent Technologies (High Yield) Q2 25: Strong quarter, good progress on the SA TL refinancing and first tranche of equity placement – Call feedback included by New Street Research
- Swisscom (Neutral, TP: CHF600, +8%) Q3 24: Swiss EBITDA supported by good cost cutting, guidance reiterated by New Street Research
- CMCSA 3Q24 Quick Take: Strong results; broadband adds +VE by New Street Research
- CMCSA: quick thoughts following the 3Q24 call by New Street Research
- UK Altnet Update: Talk of demise might be premature by New Street Research
- KDDI (Buy, TP: ¥6,600, +39%) Q2 24 Quick Take: Softer against tougher comparable; Share repurchase upsized to ¥400bn was a positive catalyst by New Street Research
- KDDI (Buy, TP: ¥6,600, +39%) KDDI indicating a structural step up in Share Buybacks going forward; quick thoughts on implications by New Street Research
- CHTR 3Q24 Quick Take: Broadband adds, EBITDA, and FCF beat by New Street Research
- CHTR: quick thoughts following the 3Q24 call by New Street Research
- Eutelsat: IRIS2 award raises more questions than it answers by New Street Research
- MTN Uganda (Buy, TP: ZAR130, +47%) – Q3 24 Quick Take: Slower but solid quarter; MT SR guidance upgraded by New Street Research
- BCE + Ziply: quick thoughts following the call by New Street Research
- GERMAN ALTNET UPDATE: What will be the key to success? by New Street Research
- Airtel Africa (Buy, TP: £2, +82%) Q2 25: Solid operationally, near-term impact on net income from tower contract renewal by New Street Research
- KPN (Neutral, TP: €3.8, +1%) Q3 24: Solid quarter, but slowing B2C fixed growth is a concern by New Street Research
- UK Telcos Impact from higher employers' taxation in upcoming Budget by New Street Research
- Trump on BEAD: (A "Waste”) and Starlink (“Better than the Wires”) by New Street Research
- Mexican Cable/FTTH - Q3 24: MEGA and TPLAY the strongest performers; TV still under pressure by New Street Research
- EchoStar amends DBS exchange offer by New Street Research
- PYPL US (BUY, TP: $100, +25%) Healthy Q3 beat; sneak preview for FY 25; model update by New Street Research
- Liberty Global (Neutral, $23, +8%) Record low service revenue trends a headwind to value creation by New Street Research
- KDDI (Buy, TP: ¥6,600, +36%) Kyocera announces it will sell its stake in KDDI; thoughts and implications by New Street Research
- 5G FWA in EM Hold on for a massive acceleration in FWA demand, Bharti & RIL back to Buy by New Street Research
- NU US (Neutral, TP: $13, -15%) TIM (BUY, TP: R$23, +44%) Vivo (BUY, TP: R$61, +17%) Nubank - Fintech disrupting Telcos: NuCel launch and pricing by New Street Research
- LUMN quick hit: Lumen and AWS sign PCF contract by New Street Research
- WLN (Neutral, TP: EUR8.5, +35%) Worldline Q3 revenue - Tough top line, but positive emerging catalysts by New Street Research
- MTN (Buy, TP: ZAR130, +48%) MTN Nigeria Q3 24 Quick Take: A much better quarter; tower lease renegotiation started to help by New Street Research
- Protelindo (Buy, TP: IDR1,500, +88%) Q3 24 Quick Take: Faster topline and EBITDA driven by the IBST consolidation by New Street Research
- Comcast Post-3Q24 Model Update by New Street Research
- Sunrise: To roll, or not to roll, that is the question - key topics explored pre spin by New Street Research
- MTN (Buy, TP: ZAR130, +50%) MTN Ghana – Q3 24 Quick Take: Faster quarter; MTN Ghana remains a good support for the group by New Street Research
- Potential Comcast Media Moves: Antitrust and Regulatory Prospects by New Street Research
- FYBR Quick Hit: ISS recommends that voters abstain by New Street Research
- Charter Post-3Q24 Model Update by New Street Research
- FYBR: Implications of a Ziply transaction for Frontier by New Street Research
- FYBR quick hit: BCE acquires Ziply at healthy multiple – implications by New Street Research
- PYPL US (BUY, TP: $100, +25%) PayPal - Pillar Two tax / EPS risk for FY 25 (?) and other company feedback by New Street Research
- Bouygues Telecom Q3 24: Slightly slower SR y/y, better EBITDA y/y; La Poste Mobile deal is on by New Street Research