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refin_telecom / Equity
- Cellnex (Neutral, €31, +7%) New buyback announced - Our Take by New Street Research
- Millicom (Buy, TP: $34, +24%) Impressive new shareholder remuneration policy by New Street Research
- Axiata (Buy, RM 4.5, +98%) Reports that Axiata is looking to sell LinkNet suggests restructuring is becoming more significant, and could spark a meaningful share price recovery. by New Street Research
- Revealing the spectrum sale details from Vod-Three to O2 (potentially!) by New Street Research
- Telefonica (Neutral, €4.8, +23%) Surprise CEO change – What comes next? Our Take by New Street Research
- Nigerian Telcos 50% price increase to be approved by New Street Research
- TalkTalk Feedback from CEO/ CFO meeting by New Street Research
- VMO2 NetCo What might it be worth – what are the implications? by New Street Research
- Verizon Model Update by New Street Research
- AT&T 4Q24 Quick Take: Financials in-line; subscribers strong by New Street Research
- AT&T Model Update by New Street Research
- The CHTR/CMCSA/TMUS Dance: Comparing Government Approvals? by New Street Research
- Tele2 (Neutral, TP: SEK 115, 0%) Q4 24: A slightly weak set of Q4 numbers, but strong 2025 guidance by New Street Research
- TMUS: Quick thoughts following the 4Q24 call by New Street Research
- MercadoLibre (BUY, TP: $2,300, +25%) UPGRADE TO BUY – Argentina on a roll; credit provisioning digested by New Street Research
- Telia (Neutral, TP: SEK 39, +23%) Q4 24: Slightly weak numbers, but solid trends, guidance reiterated by New Street Research
- CMCSA 4Q24 Quick Take: Strong consolidated results by New Street Research
- Liquid Intelligent Technologies (High Yield) – Q3 25: Deleveraging appears on track by New Street Research
- Comcast Post-4Q24 Model Update by New Street Research
- CHTR 4Q24 Quick Take: Subscriber trends better than feared; financials in line by New Street Research
- Charter Post-4Q24 Model Update by New Street Research
- Global EM Telcos & Towers – NSR EM Top picks Feb 25 update. Top-8 becomes Top-10, add LILAC and TIM Brasil by New Street Research
- T-Mobile probably won’t miss 2025 guidance by New Street Research
- Winter for Wireless by New Street Research
- PayPal (BUY, TP: $100, +25%) - Solid beat at Q4; branded concerns appear overdone (again) by New Street Research
- BT (Buy, £2.50, +78%) Morgan Stanley exit derivative position - what does this mean for Mittal's holding? by New Street Research
- Reliance Industries Ltd (Buy, INR 1,700, +32%) Q3 FY25 Quick Take: Turnaround in Retail and O2C; FWA taking off by New Street Research
- Altice International (Equal Weight) Altice International: On a top down basis the current mkt value of debt can be supported by New Street Research
- NSR Policy: Week One of Trump 2; What to Expect for BEAD, Spectrum, Immigration and Other Topics by New Street Research
- Indian Telcos & Towers News reports that the Indian government may voluntarily give telcos $12bn of relief on AGR liabilities would be a thesis-changing event. If it happens it would be probably the biggest ever positive regulatory decisio by New Street Research
- Orange (Buy, TP: €15.1, +48%) Altice France (Most Preferred) Iliad (Equal Weight) by New Street Research
- Global EM & Japan High Yield Top picks for 2025 Top picks: Liquid Intelligent, VEON, IHS Towers by New Street Research
- Verizon 4Q24 Quick Take: Consumer sub growth returns, but at a cost by New Street Research
- VZ: (slow) thoughts following the call by New Street Research
- AT&T: Quick thoughts following the 4Q24 call by New Street Research
- KSPI (BUY, TP: $130, +40%)) - Tough transition year, estimates/target lowered / CALL REPLAY by New Street Research
- T-Mobile 4Q24 Quick Take: Financials & KPIs beat consensus by New Street Research
- LatAm Telcos: Outlook 2025 – Market repair continues, TIM Brasil and Vivo to Buy by New Street Research
- T-Mobile 4Q24 Model Update by New Street Research
- BT (BUY): Q3 25 - Our Take and model update post Openreach KPIs by New Street Research
- Airtel Africa Q3 25: Strong beat with headline revenue resuming growth; underlying trends accelerating by New Street Research
- KPN (Neutral, TP: €4.0, +12%) Q4 24: B2C SR outlook is a concern – results and call summary by New Street Research
- CMCSA: Quick thoughts following the call 4Q24 by New Street Research
- Elisa (Neutral, TP: €50, +17%) Q4 24: Better SR y/y, but weaker EBITDA y/y; still a lack of operational leverage by New Street Research
- CHTR: Quick thoughts following the 4Q24 call by New Street Research
- Proximus (Neutral, TP: €11.2, +108%) Probably the most interesting story in the sector by New Street Research
- Vodacom (Buy, TP: ZAR150, +32%) Q3 25: Strong top line performance; very encouraging trends in SA by New Street Research
- Vodafone (Buy, 150p) Q3 25: Vodafone's German Whack-A-Mole by New Street Research
- Vodafone (Buy, 135p, +107%) Model update - German EBITDA could just grow in FY26 by New Street Research
- KDDI (Buy, ¥6,600, +25%) Q3 24 Quick Take: Improving bottom-line; expect mobile revenue to inflect in Q4 by New Street Research