Back to the main directory
refin_telecom / Equity
- FYBR: Verizon acquisition approved! by New Street Research
- Charter / Liberty Broadband: quick follow up on questions by New Street Research
- NU US (Neutral, TP: $13, -15%) Q3 24: NuCel the Telco disrupter, diversifying from lending by New Street Research
- Deutsche Telekom (Buy, €36, +30%) Q3 24: Not yet benefitting from the Trump trade by New Street Research
- OTE (Buy, TP: €18.0, +20%) Q3 24: Solid results, possible exceptional shareholder returns to come by New Street Research
- MTN (Buy, TP: ZAR130, +57%) Q3 24: Solid, SR growth back on track with MT guidance by New Street Research
- Altice France (Most Preferred) Cleansing statement, summary of latest offers, our take by New Street Research
- Sunrise (Neutral, TP: CHF37, -16%) Sunrise – Initiation, TP: CHF37, -16%, Neutral by New Street Research
- CelcomDigi (Buy, TP: RM6, +80%) Q3 24 Quick Take: Lowered service revenue guidance on Prepaid SIM consolidation; EBIT trend improving by New Street Research
- BT (Buy, 220p, +53%) The press is not right – Mittal has not “completed” his purchase yet…. by New Street Research
- Trump Nominates “Khanservative” to become Attorney General by New Street Research
- Broadband quick hit: Louisiana BEAD winners announced by New Street Research
- Comcast Spins: Regulatory Implications by New Street Research
- Japanese Telcos Q2 FY24 review: Stable growth with better profitability; NTT still preferred pick by New Street Research
- Indian Mobile Q2 FY25 review: Renewed acceleration off tariff hike, FWA development very positive by New Street Research
- SATS: DBS merger breaks by New Street Research
- 1&1 (Neutral, €14, +16%) Previously: Buy, €26. United Internet (Neutral, €21, +30%) Previously: Buy, €28. Valuation cut on lower mobile growth. Downgrade to Neutral by New Street Research
- TeleColumbus: Q3 24 Quick Take internet strength continuing by New Street Research
- Tele Columbus Model review post-earnings & management call by New Street Research
- Indian Mobile Quick thoughts on the bank guarantees waiver by New Street Research
- Salt/Matterhorn (Equal Weight) Q3 24: Slower growth again, ARPU trends are a concern by New Street Research
- AT&T: what to expect at the analyst day by New Street Research
- EOLO Q2 25: Evolving churn and ARPU levels by New Street Research
- Nigerian Telcos Underlying top line stronger than ever, EBITDA inflecting; Q3 24 review by New Street Research
- MTN (Buy, TP: ZAR130, +62%) Feedback from small group call by New Street Research
- CHTR Quick Hit: Charter Buying Liberty Broadband by New Street Research
- Telecom Italia (Buy, €0.33, +37%) Q3 24 – The domestic value is emerging more clearly by New Street Research
- DLO US (BUY, TP: $14, +50%) Q3 24 - Another nice GP beat; upbeat into FY 25 by New Street Research
- VEON (Buy, TP: $65, +93%) Q3 24 Quick Take: Revenue in-line but EBITDA softer; Guidance cut by New Street Research
- Iliad (Equal Weight) Q3 24: Good EBITDA performance, but slower MSR growth in France by New Street Research
- Digi (Equal Weight) Q3 24: Capex up; Belgium/Portugal updates (not good for incumbents) by New Street Research
- Liberty Global (Neutral, $14, +14%) Post-Sunrise spin review: New target of $14 by New Street Research
- Liquid Intelligent Technologies (HY, Overweight) Pro forma balance sheet for equity raise suggests the bonds offer good value by New Street Research
- NSR Policy: Trump Designates Carr as FCC Chair by New Street Research
- China Mobile (Buy, TP: HK$ 115, +62%) Potential stake acquisition of HKBN by New Street Research
- SATS: a thought on the debt exchange by New Street Research
- CMCSA: cable networks spin announced – a fast-and-loose analysis by New Street Research
- Eir (Most Preferred) Q3 24: A solid set of numbers, but growth has slowed this quarter by New Street Research
- LG Uplus (Buy, TP: KRW 19,000, +71%) New Corporate Value Up Plan, modestly positive by New Street Research
- 3Q24 Broadband Trends: FWA capacity limits; FWA demand limits by New Street Research
- KT Corp (Buy, TP: KRW 70,000, +56%) NDR feedback by New Street Research
- Telefonica Peru bond initiation: Speculative Buy on further parent support Telefonica (Neutral, €4.5, +5%) by New Street Research
- PYPL US (BUY, TP: $100, +12%) SQ US (Neutral, TP $70 - UR) CFPB oversight over non-banks - does it matter? (PYPL/SQ) by New Street Research
- South Korean Telcos “Value-up” strategies likely to lead to divergent outcomes by New Street Research
- Axian Telecom (High Yield) Q3 24: Solid quarter by New Street Research
- Vodacom (Buy, TP: ZAR150, +45%) Feedback from small group call with CEO & CFO by New Street Research
- South Korean Telcos Q3 24 review: Modest trends in Mobile and Fixed; Enterprise better by New Street Research
- Rakuten (Reduce, ¥400, -53%) Could fading mobile traction lead to an equity raise? by New Street Research
- Thai Telcos Q3 24 review: Likely to beat full year guidance as market repairs by New Street Research
- Altice France (SFR) (Most Preferred) Q3 24: Weaker B2C SR trends in France, but KPIs a bit better by New Street Research