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refin_telecom / Equity
- Carriers could spend $180BN on spectrum over the next four years by New Street Research
- SBAC quick thoughts following the call by New Street Research
- FIBERCOP (Underweight): 2024 preliminary results - higher capex outlay by New Street Research
- Vivo (Buy, TP: BRL66, +23%) Q4 24: Somewhat mixed by New Street Research
- Cellnex (Neutral, €31, -9%) Q4 24: Strong EBITDA quarter, but core growth outlook still modest by New Street Research
- OTE (Buy, TP: €20.3, +38%) Q4 24: Mixed results but 2025 trends should be better by New Street Research
- Telefonica (Neutral, €4.8, +12%) Q4 24: Good for now, but the real answers lie down the road by New Street Research
- SATS quick thoughts following the 4Q24 call by New Street Research
- Thai Telcos Thoughts on upcoming spectrum auction by New Street Research
- Liberty LA (Buy, TP: $14.8, +120%) Feedback from small group call with CFO by New Street Research
- NSR Policy: Verizon Now Faces Trump Transaction Tax by New Street Research
- MTN (Buy, TP: ZAR130, +10%) MTN Nigeria – Q4 24 Quick Take: Solid underlying trends; Expecting a recovery in margins in the medium term by New Street Research
- Global EM Telcos & Towers NSR GEM Top-10 March ‘25 Update: February another strong month for top EM Telcos by New Street Research
- MTN (Buy, TP: ZAR130, +10%) Q4 24: Very strong top line; good support for the group by New Street Research
- Indian Telcos Q3 FY25 review: Sustained margin expansion from July’s price increase by New Street Research
- Orange (Buy, TP: €15.7, +35%) Altice France (SFR) (Most Preferred) Iliad (Equal Weight) Feedback from Orange CFO meeting at MWC – French M&A hot topic once again by New Street Research
- Will T, VZ/FYBR and CHTR or Musk Come Out on Top with BEAD Revisions? by New Street Research
- NSR Policy: BEAD Adjustments Certain but Details Still Cloudy by New Street Research
- MVNO Rates: EchoStar vs. Cable by New Street Research
- Elisa (Neutral, TP: €49, +9%) Elisa CMD – continued good revenue growth but a lack of EBITDA conversion by New Street Research
- Thai Telcos Q4 24 review: Fundamentals remain in-tact; auction risk an overhang by New Street Research
- NSR Policy: Musk (and TMUS) Prevail (Kinda) Over T and VZ at FCC by New Street Research
- NSR Policy: What Does BEAD State Bidding Tell Us? by New Street Research
- Quick Take: T-Mobile raises prices by New Street Research
- China Tower (Buy, TP: HK$14, +14%) Q4 24 Quick Take: Rising Two Wings contribution, stable margins supportive of ongoing shareholder remuneration by New Street Research
- TIM Brasil (Buy, TP: R$22, +29%) Feedback from small group call with CEO by New Street Research
- AMT quick thoughts following the call by New Street Research
- Deutsche Telekom (Buy, €42, +21%) Q4 24: Guidance reassuring but might be hard to beat by New Street Research
- Eutelsat How to fix IRIS2 by New Street Research
- Altice France (SFR) (Most Preferred) Altice France reaches agreement with its creditors – we are below consensus for value of equity stake by New Street Research
- EOLO: Q3 25 - New equity backing is a key support by New Street Research
- SATS 4Q24 Quick Take: Wireless has turned a corner but the road ahead is long by New Street Research
- Millicom (Buy, TP: $36, +30%) - Q4 24: Slower trends but strong EFCF by New Street Research
- Proximus (Neutral, TP: €11.2, +89%) Q4 24: Solid numbers and guidance; Digi porting data encouraging. Long-term value play by New Street Research
- Sunrise (Neutral, TP: CHF43, +1%) Q4 24: Weak results, outlook needs to improve for us to be Buyers by New Street Research
- Broadband: Thesis challenging insights from the front lines by New Street Research
- Digi (Least Preferred) Q4 24: 50% fibre coverage by year end in Portugal by New Street Research
- LUMN: mass markets sale must happen! by New Street Research
- Eutelsat: Does European spending justify the rally? by New Street Research
- Inwit (Neutral, €12.8, +28%) Higher capex supports new 2030 targets by New Street Research
- LUMN: AT&T leaves the door open by New Street Research
- MTN (Buy, TP: ZAR130, +11%) MTN Uganda – Q4 24 Quick Take: Slower but solid quarter; MT guidance reiterated by New Street Research
- LUMN: a closer look at the infrastructure for sale by New Street Research
- Zegona (Buy, £7.85, +31%), Bonds: Overweight The Triple Transformation by New Street Research
- Bouygues Telecom Q4 24: Bouygues results, inc. half-time report for French Telcos & SFR look ahead by New Street Research
- The Lumen transaction report series by New Street Research
- Eir (Most Preferred) Q4 24: A good EBITDAaL growth quarter and solid guidance by New Street Research
- Helios Towers (Buy, TP: BGp140, +43%) Q4 24: Solid quarter; door for shareholder returns in 2026 is open; call feedback included by New Street Research
- MTN (Buy, TP: ZAR130, +16%) MTN Rwanda – Q4 24 Quick take: Still mixed by New Street Research
- MTN (Buy, TP: ZAR130, +13%) Q4 24: Solid quarter, FY24 dividend up by New Street Research