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refin_telecom / Equity
- New Street: Telia (Neutral, TP: SEK36, -9%) Q2 21: A Media beat, but Telecoms miss by New Street Research
- New Street: Indian Mobile Positive signal from Airtel's price revision and potential easing of rules? by New Street Research
- New Street: Iliad (Buy, TP: €220, +17%) Minority offer at €182 from Xavier Niel - 1&1 next? by New Street Research
- New Street: Z Holdings (Buy, TP: ¥940, +66%) Q1FY21 Quick take - Very strong, first signs of LINE benefits? by New Street Research
- New Street: HKT (Neutral, TP: HK$13.7, +27%) H121: Solid underlying trends, but catalysts remain limited by New Street Research
- New Street: Rakuten (Reduce, TP: ¥880, -35%) 1&1 contract win/Altiostar purchase. Thoughts and implications for our Reduce recommendation by New Street Research
- New Street: SingTel (Buy, TP: S$3.7, +61%) Singapore and Optus trading at all-time lows after Bharti rally by New Street Research
- New Street: 1&1 (Buy, €36, +48%) Two entrepreneurs. Two go-private deals. What comes next....1&1? by New Street Research
- New Street: MTN (Buy, TP: ZAR130, +8%) Q221 results likely to drive upgrades as leverage concerns fade by New Street Research
- New Street: Deutsche Telekom (Buy, €23, +28%) Q2 good, but let's focus on strategic initiatives and cheap valuation by New Street Research
- New Street: PAGS US (Buy, TP: $77, +38%) PagSeguro Q2 Quick Take - Hubs support strong Acquiring beat by New Street Research
- New Street: MELI US (Buy, TP: $2,100, +20%) MercadoLibre - Target price upgrade / Focus on Credit by New Street Research
- New Street: Japanese e-Commerce Decent quarter, stay bullish on the space but stay cautious on Rakuten; CY2Q21 review by New Street Research
- New Street: KDDI (Buy, TP: ¥4,800, +41%) Feedback from small group call with IR by New Street Research
- New Street: European cable technology deep-dive Stage set for competing options, but HFC has plenty of runway vs. FTTH by New Street Research
- New Street: Prosus (Buy, TP: EUR109, +45%) Naspers (Buy, TP: ZAR4,600, +84%) Building scale in Indian payments with BillDesk acquisition by New Street Research
- New Street: Brazilian Tax Reform Initial thoughts / Implications for Telcos and Fintechs by New Street Research
- Back to School 2021 (with Masks On, Alas) Issue by New Street Research
- New Street: Global Weekly Review To own the towers or the telcos? by New Street Research
- T-Mobile in Spotlight for Cybersecurity and Spectrum Screens by New Street Research
- New Street: TRUE (Neutral, TP: THB3.4, -15%) Feedback from small group call with IR by New Street Research
- New Street: Indonesian Telcos Heading towards the final mobile deal? by New Street Research
- NSR Policy: What Happens if the Current Auction Does Not Close? by New Street Research
- New Street: Elisa (Neutral, TP: €54, -2%) Impressive LFL SR trends, but EBITDA not quite there – Quick Take by New Street Research
- New Street: AMX (Neutral, TP: $18.5, +5%) Q3 - Solid numbers, Buy-back Accelerating - as expected by New Street Research
- New Street: Liberty Global (Buy, $38, +46%) Was $40 Quick Take: Assessing the new "FTTP build" for Virgin Media - O2 by New Street Research
- New Street: Proximus (Neutral, TP: €19.0, +10%) Q2 21: Solid quarter, guidance reiterated - Quick Take by New Street Research
- US Policy As Infrastructure Bill Approaches Finish Line, Details Confirm Bull Case Short Answers to Big Questions on the Legislation (and Other Current Curiosities of Telecom Policy Land) by New Street Research
- New Street: Indian Mobile They can’t give ‘em away. Thoughts on potential nationalisation of Vodafone IDEA & implications for Bharti Airtel and Indus by New Street Research
- New Street: Indian Mobile Indian Bankruptcy Primer by New Street Research
- New Street: Telstra (Hold, TP: A$3.75, -1.3%) FY21 preview: FY22, T22 targets v major policy/reg. developments by New Street Research
- New Street: China Tower (Buy, TP: HK$2.2, +105%) Q2 21: Good overall; further stabilisation in growth by New Street Research
- New Street: Liberty Global (Buy, $38, +48%) Q2 21 - more supportive M&A and (a bit) more buyback by New Street Research
- New Street: Liberty Global (Buy, $40, +43%) Was $38 Revisiting the investment thesis. Target back to $40 by New Street Research
- New Street: Mercari (Buy, TP: ¥9,000, +47%) Q4 21: Very strong, profitable in the US by New Street Research
- Weekend Update, Olympics Edition: Who Will Win the Broadband Infrastructure Gold? by New Street Research
- New Street: YNDX US (Buy, TP: US$81, +17%) OZON results and scale of e-commerce growth in Russia supportive by New Street Research
- New Street: Protelindo (Sarana Menara) (Buy, TP: IDR1,900, 44%) Q2 21: Strong as ARP/Tenant inflects positive by New Street Research
- New Street: ZOZO (Buy, TP: ¥5,200, +22%) Feedback from small group call with IR by New Street Research
- New Street: Japanese Telcos Implications of PM Suga's resignation on Telcos & Rakuten by New Street Research
- New Street: MELI US (Buy, TP: $2,100, +15%) MercadoLibre - CFO call feedback / Advertising focus by New Street Research
- New Street: KPN (Buy, TP: €3.7, +33%) Tele2 (Buy, TP: SEK145, +10%) T-Mobile NL sale to Apax and Warburg Pincus - thoughts & implications by New Street Research
- New Street: AMX (Neutral, TP: $18.5, -3%) AMX - down to Neutral Tower Spin details - Supportive, but not Incremental by New Street Research
- New Street: Indian mobile VIL - Likely maximum capital raise would delay/not avoid the inevitable by New Street Research
- Fasten Seatbelts for Weeks Ahead in DC by New Street Research
- Top Questions on the Fate of the Infrastructure Bill (and FCC Chair) and T-Mobile/Dish Dispute by New Street Research
- Lawsuit Aims at the Heart of FCC (and All Administrative) Authority by New Street Research
- New Street: China Tower – Q3 21: Fifth quarter in a row where revenue growth is above 7% by New Street Research
- New Street: Brazilian Payments - GETNET: Thoughts post-Spin, pre-US listing, INITIATE ON NEUTRAL by New Street Research
- New Street: Telia (Neutral, TP: SEK36, -1%) Q3 21: Better SR trends, but EBITDA guidance change by New Street Research