Back to the main directory
refin_telecom / Equity
- Altice International (Equal Weight) Altice International: If there is a restructuring, what it might look like by New Street Research
- Telenor (Buy, TP: NOK186, +34%) Q4 24: 2025 FCF guide ahead of consensus; Rump has been de-rated unfairly by New Street Research
- LG Uplus (Buy, KRW 19,000, +83%) Q4 24 Quick Take: Better trends in mobile and fixed; impairment loss well flagged, shareholder remuneration looks compelling by New Street Research
- Eutelsat (Neutral, €3.0, +72%) Another C-band clearing process? by New Street Research
- NTT (Buy, ¥240, +63%) Q3 FY24 Quick Take: Early signs of progress in mobile, overshadowed by EBIT miss by New Street Research
- In-Payments: X Money and Musk: risks to PayPal (Venmo), Cash App and peers by New Street Research
- Softbank Corp (Buy, ¥270, +35%) Q3 FY24 Quick Take: Widening mobile gap by New Street Research
- TIM Brasil (Buy, TP: BRL22, +39%) Q4 24: Solid quarter, positive MT guidance by New Street Research
- NSR Policy Carr Investigates Comcast; Implications for InvestorsNSR Policy Carr Investigates Comcast; Implications for Investors by New Street Research
- Telecom Italia (Buy, €0.35, +13%) Q4 24: Visibility on cash returns from improved execution by New Street Research
- KT (Buy, KRW 85,000, +88%) Q4 24 Quick Take: Attractive value play with improving growth and margin outlook by New Street Research
- NSR Policy Spectrum Battles: A Field Guide by New Street Research
- Swisscom (Neutral, TP: CHF636, +20%) Q4 24: Mixed results, Italy guidance disappointing by New Street Research
- United Internet (Neutral, €21, +26%) / 1&1 (Neutral, €14, +12%) 4Q24: Headline results miss lowered expectations by New Street Research
- Eutelsat 2Q25: OneWeb growth underwhelms, cut target to €1.4/ share by New Street Research
- Sky UK How they are building their next leg of growth by New Street Research
- A signal in satellite noise? by New Street Research
- Singtel (Buy, S$4.6, +36%) Q3 FY25 Quick Take: Positive set up for continued profitability and remuneration by New Street Research
- VirginMedia-O2 Deeper-dive post-results: Path back to 5x leverage unclear by New Street Research
- EM FWA-Watch S-Curve continuing to accelerate in India, with implications for EM generally by New Street Research
- Liberty Latin America (Buy, TP: $14.8, +105%) Q4 24: Mixed, PR still tough but solid rest of the group by New Street Research
- FYBR 4Q24 Quick Take: Strong financial results; adds a little soft by New Street Research
- Frontier Post-4Q24 Model Update by New Street Research
- Megacable (Neutral, TP: MXN55, +29%) Q4 24: Decent quarter, solid KPIs by New Street Research
- Telecom Italia (Buy, €0.35, +25%) FiberCop earnouts reduced, but the story moves on by New Street Research
- LUMN: quick thoughts following the call 4Q24 by New Street Research
- LY Corp (Buy, ¥585, +23%) Q3 FY24 Quick Take: Strong delivery from Commerce and PayPay; dividend upgrade by New Street Research
- CMCSA vs CHTR: Unpacking the difference in broadband trends by New Street Research
- Match Group (MTCH, Neutral, $34 target) 4Q24 Model Update by New Street Research
- Orange Belgium (Neutral, TP: €10.3, -30%) H2 24 results: Guidance suggests minimal impact from Digi by New Street Research
- Telecom Italia (Buy, €0.35, +18%) - Iliad merger on? by New Street Research
- A smart innovation from T-Mobile by New Street Research
- SK Telecom (Buy, KRW 86,000, +54%) Q4 24 Quick Take: Softer mobile revenue partially offset by better SKB trends; dividend payout in-line with expectations by New Street Research
- AMX (Buy, TP: $22, +49%) Q4 24 – Solid quarter by New Street Research
- TIM Brasil (Buy, TP: BRL22, +27%) New R$1bn share buyback plan approved; material improvement to overall shareholder remuneration by New Street Research
- Orange (Buy, TP: €15.1, +43%) Q4 24: EBITDA beat, some good EBITDA/FCF guidance; growth undervalued by New Street Research
- ATUS 4Q24 Quick Take: Subscribers fine; EBITDA weak by New Street Research
- Inwit (Neutral, €12.8, +32%) Could Swisscom renegotiate the Inwit MSA? by New Street Research
- Rakuten (Reduce, ¥400, -60%) Q4 24 Quick Take: Capex guidance lifted in Mobile pushes out cash flow breakeven by New Street Research
- Telefonica (Neutral, €4.8, +14%) Peru insolvency could be material for TEF’s FCF guidance by New Street Research
- Thoughts on Altafiber by New Street Research
- ATUS Post-4Q24 Model Update by New Street Research
- Japanese Telcos Q3 FY24 review: Diverging expectations; NTT still preferred by New Street Research
- Vodacom (Buy, TP: ZAR150, +25%) Investor Day 2025; bullish mid-term EBITDA guide by New Street Research
- South Korean Telcos Q4 24 review: Value up starting to pay dividends by New Street Research
- Liberty Latin America (Buy, TP: $14.8, +135%) Q4 24 Call Feedback/ M&A commentary by New Street Research
- Televisa (Neutral, TP: $3.1, +50%) Q4 24: Solid FCF but weak fundamentals/KPIs by New Street Research
- Airtel Africa (Buy, TP: £2, +45%) Bharti Airtel to buy 5% of Airtel Africa in the next 5 weeks. Squeeze incoming? by New Street Research
- FiberCop Initiation (Underweight) Not your normal NetCo: Open Fiber’s plan makes for a challenging outlook by New Street Research
- Autumn for Broadband 4Q24 by New Street Research