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- Odido (T-Mobile NL) (Equal Weight) Q3 24: Positioned nicely for a possible IPO in 2025 by New Street Research
- VEON (Buy, TP: $65, +91%) Ukraine unfreezes VEON’s corporate rights in Kyivstar – Our take by New Street Research
- WLN (Neutral, TP: EUR8.5, +12%) Worldline - Bid interest from PE reported; upside scenarios explored by New Street Research
- Quick take: TMUS cutting FWA prices by New Street Research
- Altice International (Equal Weight) Digi (Equal Weight) NOS (Neutral, TP: €3.7, +9%) Vodafone (Buy, TP: £1.4, +96%) One month on: An update on Digi in Portugal. Downgrade Altice International to Equal Weight by New Street Research
- Liberty LA (BUY, TP: $11, +61%) Liberty LA (BUY) - Puerto Rico: LILA equity risk overstated / CFO call feedbackx by New Street Research
- VEON (Buy, TP: $65, +86%) kicks off its share buyback – set up is very positive by New Street Research
- TalkTalk H1 25: More disclosure, more debt now forecast by New Street Research
- Indonesian Telcos Merger of XL Axiata and Smartfren by New Street Research
- Airtel Africa (Buy, TP: GBp200, +88%) Strength of execution by New Street Research
- Quick hit: TMUS sets initial capital return authorization for 2025 by New Street Research
- Digi (Underweight) Telenet (Underweight) Proximus (Neutral, TP: €9.2, +84%) Orange Belgium (Neutral, TP: €10.3, -27%) Digi launches in Belgium – Downgrade Digi and Telenet bonds to Underweight by New Street Research
- Eutelsat IRIS2 signed. Downgrade bonds on higher funding requirements by New Street Research
- EU Telecoms - M&A Outlook for 2025 The Calm Before the Storm by New Street Research
- Broadband quick hit: Nevada and Delaware BEAD winners announced by New Street Research
- Airtel Africa (Buy, TP: GBp200, +85%) Second share buyback program by New Street Research
- Global EM Telcos & Towers Themes and Top picks for 2025 by New Street Research
- Chinese Telcos & Tower Outlook 2025: Expect performance to continue, switch to Unicom by New Street Research
- Quick hit: AST and Ligado Networks announce deal by New Street Research
- African & EMEA Telcos & Towers Outlook 2025; Catching back what was lost…Left-field possibility – Nigeria from Zero to Hero? VEON looks strong by New Street Research
- German mobile pricing deteriorating Assessing the most recent moves by New Street Research
- In-Payments: a new bi-weekly blog! Paze to be Fastlane? Click to Pay and the battle for checkout by New Street Research
- DISH Challenges Disney/Venu/Fubo Deal: Implications for Investors by New Street Research
- ASEAN Telcos Outlook 2025; Singtel and TRUE remain our top picks regionally by New Street Research
- Axiata (Buy, RM 4.5, +92%) Our takeaway from Investor Day 2025; Shares look to have finally bottomed by New Street Research
- TalkTalk H1 results: Guidance looks at risk by New Street Research
- IHS Towers (Buy, TP: $6, +86%) IHS (Buy) – Sale of its 70% stake in IHS Kuwait by New Street Research
- Vodafone-Three UK merger approved Our Quick Take by New Street Research
- VEON (Buy, TP: $65, +88%) Significant Tower Disposal in Pakistan by New Street Research
- LatAm Telcos – TIM/Vivo to Neutral; Wireless MVNO threats - NuCel / Brazil macro by New Street Research
- Update on AT&T and Copper Retirement by New Street Research
- Singtel (Buy, TP: S$4.6, +51%) Feedback from NDR: Positive by New Street Research
- Rakuten (Reduce, ¥400, -57%) What might the impact of Rakuten’s shareholder bonus offer be, on both Mobile and the Share price? We do the Math. by New Street Research
- Indonesian Telcos Q3 24 review: Softer, expect Q4 to improve on price increase; XL-Smartfren merger positive for continued market repair by New Street Research
- Finally, Hope for a (Small) Spectrum Auction by New Street Research
- Quick hit: spectrum auction in 2025; implications for Dish and carriers by New Street Research
- Sub-Saharan African Telecoms Solid quarter; Q3 24 review by New Street Research
- European Telecoms: The Year Ahead 2025 Ongoing regulatory support allowing for superior FCF growth by New Street Research
- TRUE (Buy, TP: THB18, +70%) TRUE Corp – Ongoing long distance domestic call dispute with NT by New Street Research
- Liquid Intelligent Technologies (High Yield) New SA facilities signed, first tranche of new equity signed and closed. Still undervalued despite rally. by New Street Research
- Global EM Telcos & Towers Introducing the NSR Global EM Telco & Towers Top - 8 by New Street Research
- Indian Telcos & Towers What to expect in 2025: FWA S-curve enables monster Jio IPO? Indus to Neutral by New Street Research
- South Korean Telcos Outlook 2025: Value-up should be flowing by New Street Research
- What to Expect in 2025: The Most Consequential Year in Communications and Media Policy in Three Decades by New Street Research
- Japanese Telcos & Internet What to expect in 2025: Mixed by New Street Research
- TRUE Corp (Buy, TP: THB18, +65%) Sigve Brekke joining CP Group (JV owner of TRUE alongside Telenor); our quick thoughts & implications for both by New Street Research
- Nigerian Telcos Nigerian Telcos – Price increase is finally coming, is Nigeria about to go from Zero to Hero? by New Street Research
- DISH Challenge to Venu Succeeds: What’s Next? by New Street Research
- WISE (Neutral, TP: £10.00, -5%) WISE - cut to Neutral: Platforms transformative but will take time by New Street Research
- VEON (Buy, TP: US$ 65/ADR, +47%) VEON's Kyivstar announces intention to list in US via SPAC; the only Ukrainian-focused asset listed on Nasdaq? by New Street Research