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refin_telecom / Equity
- Telefonica (Neutral, €5.0, +21%) Exiting Peru in value-accretive move by New Street Research
- Brazilian Telcos Solid quarter, improving shareholder remuneration; Q4 24 review by New Street Research
- Altice International (Equal Weight) Q4 24: Is there a canary in the coalmine in Portugal? by New Street Research
- TalkTalk Giffgaff broadband launch implications by New Street Research
- Elisa (Neutral, TP: €46, +5%) Q1 25: Weaker SR y/y, but better EBITDA y/y – stock needs both better by New Street Research
- China Unicom (Buy, TP: HK$ 13.2, +52%) Q1 25 Quick Take: Slower revenue growth but better profit trends by New Street Research
- Another Starlink v. DISH Spectrum Battle by New Street Research
- Verizon: quick thoughts following the 1Q25 call by New Street Research
- Verizon Model Update by New Street Research
- AT&T 1Q25 Quick Take by New Street Research
- AT&T Model Update by New Street Research
- Telia (Neutral, TP: SEK 37, +5%) Q1 25: Impressive EBITDA acceleration, but full year guidance only reiterated by New Street Research
- KPN (Neutral, TP: €3.9, -3%) Q1 25: Better growth and beat vs consensus – results and call summary by New Street Research
- T-Mobile: Quick thoughts following the 1Q25 call by New Street Research
- Vodafone (Buy, 135p, +93%) Vodacom upside undervalued by New Street Research
- AI monetization and how the Search market expands by New Street Research
- Megacable (Neutral, TP: MXN55, +21%) Q1 25: Slightly slower but solid overall by New Street Research
- CHTR: quick thoughts following the 1Q25 call by New Street Research
- Reliance Industries (Buy, TP: INR 1,700, +26%) Q4 FY25 Quick Take: Strong topline delivery by Retail and O2C; sustained profit growth at Jio by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Breaking down the China by New Street Research
- Charter Post-1Q25 Model Update by New Street Research
- Mitratel (Buy, IDR 1,135, +90%) Q1 25 Quick Take: Slow start by New Street Research
- AMT: Thoughts following the 1Q25 call by New Street Research
- SBAC Model Update by New Street Research
- MTN (Buy, TP: ZAR190, +54%) MTN Nigeria – Q1 25 Quick Take, and read across for IHS: Strong with full impact of price increases yet to flow by New Street Research
- EchoStar swapping some 3.45GHz for 600MHz by New Street Research
- Altice France (SFR) (Over Weight) Q4 24: Trends remain tough, but some glimmers of hope: KPIs, NPS and HFC switch-off by New Street Research
- FIBERCOP (U/W): Higher capex and worse line losses by New Street Research
- Malaysian Telcos Q4 24 review: Soft Q4; guidance suggests recovery on the horizon by New Street Research
- BEAD Data Shows CMSCA Active in Many States by New Street Research
- Telkom Indonesia (Buy, IDR 4,500, +76%) Q4 24 Quick Take: Buyback is positive but doesn’t fully offset weak fundamentals by New Street Research
- Verizon 1Q25 Quick Take Weak adds, strong EBITDA and FCF by New Street Research
- T-Mobile's most recent price moves suggest rising competition by New Street Research
- Tele2 (Neutral, TP: SEK 130, -1%) Q1 25: A strong start to the year by New Street Research
- AT&T: quick thoughts following the 1Q25 call by New Street Research
- Orange (Buy, TP: €15.4, +24%) Q1 25: Solid numbers, guidance reiterated by New Street Research
- In Good News for CMSCA, DIS (and Robocallers and Pirate Radio, Among Others), Court Upholds Commissioner Carr’s Views on Enforcement by New Street Research
- MasOrange (Equal Weight) Q1 25: Continued synergy delivery; FibreCo on track by New Street Research
- Sub-Saharan African Telecoms Vodacom price target to ZAR180; Q4 24 review by New Street Research
- T-Mobile 1Q25 Results Review & Model Update: Adds in-line; EBITDA strong by New Street Research
- Alphabet (GOOGL, Buy, $200 target) All engines firing, but some risk to 2Q Search consensus by New Street Research
- CHTR 1Q25 Quick Take: Net adds a little soft; EBITDA beat by New Street Research
- Deutsche Telekom (Buy, €42, +35%) Reaction post-TMUS move by New Street Research
- South African Telcos Continuous (modest) improvements; CY24 H2 review by New Street Research
- CHTR and CMCSA: correcting price comparisons by New Street Research
- SBAC 1Q25 Quick Take: Site leasing a touch soft; guidance up slightly by New Street Research
- AMT 1Q25 Quick Take: Property in-line; services strong by New Street Research
- MTN (Buy, TP: ZAR190, +59%) Q1 25: Good start to the year, MT revenue guidance upgraded by New Street Research
- FYBR 1Q25 Quick Take: Deployment, adds, and EBITDA in-line by New Street Research
- Televisa (Neutral, TP: $2.3, +22%) Q1 25: Small beat at OSI and solid FCF but fundamentals/KPIs still under pressure by New Street Research