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refin_telecom / Equity
- Liberty LA (Buy, TP: $14.5, +110% ) / LCPR HY Deep dive on Puerto Rico by New Street Research
- EU Towers Review Longer-term growth is still challenged: Downgrade Cellnex to Reduce Cellnex (Reduce, €28.5, -14%) Was Neutral, €31 Inwit (Neutral, €11.7, +22%) Was €12.8 by New Street Research
- Deutsche Telekom (Buy, €42, +25%) Two doses of mobile rationality by New Street Research
- UK Telecoms Access Review What now happens beyond 2031? BT (Buy, £2.40, + 48%) by New Street Research
- Iliad Q4 24: Weak EBITDA performance in France; positive read across for SFR in mobile KPIs by New Street Research
- AT&T in talks to buy Lumen fiber assets by New Street Research
- M&A policy update – thoughts from Brussels and London with Pablo Asbo by New Street Research
- Mitratel (Buy, IDR 1,135, +100%) Q4 24 Quick Take: Steady margin improvement despite higher contribution from non-Towers by New Street Research
- Salt/Matterhorn (Equal Weight) Q4 24: Good EBITDAaL result in a competitive market by New Street Research
- NSR Policy: Wireless Update: Kennedy Cancer Concerns by New Street Research
- A Signal for 1Q25 in AT&T FirstNet Connections? by New Street Research
- Vodafone (Buy, 135p, +87%) India value extraction on the horizon? by New Street Research
- Global EM & Japan High Yield Top picks Q1 Update: Add Liberty Puerto Rico to HY Top Picks by New Street Research
- Comcast Pre-1Q25 Model Update by New Street Research
- Bouygues (Buy, TP: €53, +43%) Bouygues Initiation - French Telco M&A play by New Street Research
- 4Q24 Wireless Trends: Expectations for net adds are too high by New Street Research
- Tariff impacts to US Communications Services by New Street Research
- EU TELCOS: What a recessionary scenario might look like by New Street Research
- Altice France (SFR) (Overweight) Altice International (Equal Weight) Altice update: M&A in France and possible Israel sale by New Street Research
- Nigerian Telcos Zero to Hero, AAF price target to £3, MTN to ZAR 190; Q4 24 review by New Street Research
- CMCSA: (not so) quick thoughts on UK theme park by New Street Research
- Global EM Telcos A Consistent Approach to EFCF and Shareholder Remuneration GEM Telcos likely to double payouts (in US$) by 2029 vs 2023 by New Street Research
- cNPS at Charter is improving by New Street Research
- Conflicting expectations in mobile and broadband by New Street Research
- VEON (Buy, TP: $65/ADR, +65%) Investor Call Feedback by New Street Research
- Alphabet (GOOGL, Buy, $220 target) Implications for GCP’s cyber offering, and Blair’s thoughts on deal path by New Street Research
- IHS Towers (Buy, TP: $6, +35%) Q4 24: Another solid quarter, encouraging FY25 guidance by New Street Research
- VEON (Buy, TP: $65, +41%) Q4 24: Decent quarter helped by Ukraine, FY25 guidance and second phase of buyback announced by New Street Research
- What Does Carr’s DEI Merger Ban Mean for TMUS, Media and Other Deals by New Street Research
- Iliad (Equal Weight) Q4 24: Weak EBITDA performance in France; positive read across for SFR in mobile KPIs by New Street Research
- United Internet (Neutral, €22, +17%) / 1&1 (Neutral, €14, -3%) 2025 guidance disappoints by New Street Research
- Further thoughts on AT&T Lumen Transaction by New Street Research
- Four killer insights from day one by New Street Research
- AT&T buying more 3.45GHz by New Street Research
- Telecom Italia (Buy, €0.35) Vivendi exits Telecom Italia: The next steps by New Street Research
- Vodafone Idea (Neutral, TP: INR 10, +20%) Government to more than double their stake, approaching control. Implications for VI, Vodafone, Indus and other Indian operators by New Street Research
- Global EM Telcos & Towers – On Fire - NSR GEM Top-10 April 25 Update. IHS target to $7.7. by New Street Research
- Global EM Telcos & Japanese Telcos Tariffs – Impact on Global EM & Japanese telcos. Brief thoughts below by New Street Research
- ATUS Pre-1Q25 Model Update by New Street Research
- Altice France (SFR)/Orange/Iliad/Bouygues ARCEP customer survey 2024 - SFR improves mobile customer service by New Street Research
- Charter Pre-1Q25 Model Update by New Street Research
- Japanese and EM Telcos 3 Action points for investors in EM and Japanese Telcos by New Street Research
- CHTR Quick Hit: 1Q25 Buybacks At $0.8BN; Lowering Buyback Estimate Slightly by New Street Research
- Eutelsat Assessing EU support. Downgrade equity to Sell. by New Street Research
- 4Q24 Broadband Trends: Our broadband forecast by New Street Research
- IHS (Buy, TP: US$7.7, +80%) - Investor Call Feedback - 31st March 2025 by New Street Research
- Further thoughts on tariff impacts on Fiber and Cable by New Street Research
- Chinese Telcos Q4 24 review: Still growing; continued fall in absolute capex positive for dividends by New Street Research
- Mexican Cable/FTTH MEGA and AMX the strongest performers, TV pt to $2.3; Q4 24 review by New Street Research
- TeleColumbus (Overweight) Potential ServCo sale: Implications and refinancing next steps by New Street Research