Back to the main directory
refin_telecom / Equity
- LY Corp (Buy, TP: ¥585, +38%) Q2 FY24 Quick Take: Upgraded profitability guidance led by Media and PayPay by New Street Research
- ATUS 3Q24 Results Review and Model Update by New Street Research
- Inwit (Neutral, €12.0, +18%) 3Q24: Slower quarter, but higher returns ahead by New Street Research
- TIM Brasil (Buy, TP: R$23, +43%) - Q3 24: In-line trends, Nubank and pricing concerns linger by New Street Research
- FYBR 3Q24 Quick Take: Subscribers beat; EBITDA in line; all eyes on the vote by New Street Research
- Vodafone UK-3 merger: Detailed review of CMA remedy paper by New Street Research
- MTN (Buy, TP: ZAR130, +52%) MTN Rwanda – Q3 24 Quick take: Mixed quarter by New Street Research
- SK Telecom (Buy, TP: KRW 100,000, +74%) Q3 24 Quick Take: Encouraging Enterprise growth and a decent improvement in EBIT by New Street Research
- MELI US (Neutral, TP: $2,000, -5%) MercadoLibre Credit cards drive big NIMAL and group EBIT miss by New Street Research
- VIVT3 (Buy, TP: R$61, +15%) TIMS3 (Buy, TP: R$23, +43%) AMX (Buy, TP: $22, +37%) Vivo (BUY) and Brazil Q3 wrap - TIM lagging in wireless. NuCel the perceived overhang by New Street Research
- BT Group (Buy, 220p, +64%) Was 225p Q2 25: Is the share price decline justified? by New Street Research
- Autumn for Broadband 3Q24 by New Street Research
- Telefonica (Neutral, €4.5, +7%) Q3 24 – Revenue, EBITDA and FCF beat by New Street Research
- SQ US (Neutral, TP: $70, -5%) Block Q3 24 - Solid quarter, signs of Square GPV revival key to FY 25 success by New Street Research
- LG Uplus (Buy, TP: KRW 19,000, +90%) Q3 24 Quick Take: Acceleration in service revenue and EBITDA, but margin diluted by handset costs by New Street Research
- Softbank Corp (Buy, TP: ¥270, +40%) Q2 24 Quick Take: Beat across the board and an upgraded guidance by New Street Research
- NEXI Q3 (Neutral, TP: EUR7.2, +24%)/ Euro Payments wrap; Legacy limping, contrasting growth matrices (ADYEN/WLN) WLN (Neutral, TP: EUR8.5, +32%) ADYEN (BUY, TP: EUR1,700, +33%) by New Street Research
- Frontier vs Ziply – accounting for future opportunities by New Street Research
- Frontier vs Ziply – did BCE overpay by New Street Research
- Vodafone (Buy, 140p, +100%) H1 25 - Questions still lingering in Germany by New Street Research
- SATS 3Q24 Quick Take: Results okay; two of three 747s have landed by New Street Research
- SATS 3Q24 Quick Take: Results not great; two of three 747s have landed – Updated by New Street Research
- EchoStar: quick thoughts following the call 3Q24 by New Street Research
- IHS Towers (Buy, TP: $6, +140%) Q3 24: Solid quarter, lower capex guide; still waiting for the strategic review – Call feedback included by New Street Research
- Rakuten (Reduce, ¥400, -58%) Q3 24 Quick Take: Mobile traction fading but a very good price for Rakuten Card by New Street Research
- ATUS: quick thoughts following the 3Q24 call by New Street Research
- LUMN Quick Hit: Lumen and Google sign PCF contract by New Street Research
- DIGI launches in Portugal - impact to Altice, NOS, DIGI and Vodafone assessed by New Street Research
- LUMN: quick thoughts following the 3Q24 call by New Street Research
- ADYEN (BUY, TP: EUR1,700, +25%) Adyen Q3 outlook: Maintain BUY on beatable expectations by New Street Research
- KT Corp (Buy, TP: KRW 70,000, +59%) New Corporate Value Up Plan Represents a Positive Step Forward by New Street Research
- WISE (BUY, TP: £9.00, +15%) WISE - H1 25 and Platform deal bang on cue; from billions to trillions by New Street Research
- Frontier Post-3Q24 Model Update by New Street Research
- NTT (Buy, TP: ¥240, +59%) Q2 FY24 Quick Take: Decent beat on topline and EBIT by New Street Research
- Helios Towers (Buy, TP: GBp140, +33%) Q3 24: Mixed quarter; encouraging FY25 targets; call feedback included by New Street Research
- USM sells spectrum to AT&T by New Street Research
- ADYEN US (BUY, TP: EUR1,700, +28%) Adyen - Q3 and a volatile day; call feedback / our take by New Street Research
- TIGO (Buy, TP: $34, +29%) Millicom - Q3 24: Solid quarter; raised EFCF guidance by New Street Research
- KT Corp (Buy, TP: KRW 70,000, +68%) Q3 24 Quick Take: Top line impacted by non-telco weakness, but strong margins lead to profit beat by New Street Research
- NSR Policy: Summarizing Policy Implications of Trump/Republican Victory by New Street Research
- Singtel (Buy, TP: S$4.6, +42%) Optus paid A$12m fine related to network outage. Our thoughts by New Street Research
- Cellnex (Neutral, €31, -8%) Q3 24 - Potential consolidation changes ahead by New Street Research
- Vodacom (Buy, TP: ZAR150, +50%) Q2 25: Soft vs. expectations by New Street Research
- Altice International (Over weight) Digi (Equal weight) NOS (Neutral, TP: €3.7, +10%) Vodafone (Buy, TP: £1.4, +94%) One week on: How is Digi doing in Portugal? Can FWA solve for a lack of fixed infrastructure? by New Street Research
- Vodafone (Buy, 140p, +100%) Post call thoughts: What is needed to hit EBITDA guidance by New Street Research
- United Internet (Buy, €28, +77%) 1&1 (Buy, €26, +120%) 3Q24: Guidance cut on increasing mobile competition by New Street Research
- KSPI US (BUY, TP: $170, +53%) Kaspi - CEO Investor Call feedback Updated estimates; dividend paused for Turkey by New Street Research
- STNE US (Neutral, TP: R$15, +40%) Q3 24 - Promising pricing; PIX and real-time update in Brazil by New Street Research
- Singtel (Buy, TP: S$4.6, +44%) Q2 FY25 Quick Take: Topline beat on Optus inflection, upgraded EBIT guidance by New Street Research
- SATS: 3Q24 model update by New Street Research