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refin_telecom / Equity
- TalkTalk Revised estimates post-results – covenants limit operational flexibility by New Street Research
- MTN (Buy, TP: ZAR190, +59%) Q1 25: Group trends accelerating driven by Nigeria and Ghana by New Street Research
- VMO2 merging with Daisy by New Street Research
- KPN (Neutral, TP: €4.0, +0%) Odido (Overweight from Equal Weight) NL meeting notes - Change is coming by New Street Research
- FCC Chair Escalates DISH/SpaceX battle by New Street Research
- Inwit (Neutral, €11.7, +12%) 1Q25: Solid quarter supported by small cell strength by New Street Research
- Telefonica (Neutral, €5.0, +14%) Q1 25 - The three things that stand out to us by New Street Research
- SATS: updated analysis on licenses at risk by New Street Research
- Rakuten (Reduce, ¥510, -42%) Q1 25 Quick Take: Mixed, mobile momentum fading by New Street Research
- Millicom (Buy, TP: $46, +31%) On a path to $1bn EFCF. Upgrade target to US$ 46. by New Street Research
- Digi (Underweight) Q1 25: Full steam ahead on Portugal fibre roll by New Street Research
- United Internet/ 1&1 Share offer suggests hidden value at 1&1 by New Street Research
- Charter/Cox Deal Government Approval Analysis by New Street Research
- Takeaways from Meetings with the Japanese Telcos + Rakuten in Tokyo. Downgrade SoftBank to Neutral, stay Buyers of NTT and KDDI. by New Street Research
- Sunrise (Neutral, TP: CHF38, -8%) Q1 25: Good EBITDAaL beat, but revenue trends remain a concern by New Street Research
- Vodacom (Buy, TP: ZAR180, +38%) Q4 25 – Decent Q4, MT guidance upgraded by New Street Research
- Vodafone (Buy, 135p, +82%) FY 2025: Trying to move the debate on from Germany by New Street Research
- What Does VZ/FYBR Tell Us About Convergence Deal Reviews? by New Street Research
- SATS: rearchitecting the model (and a small collateral swap) by New Street Research
- CelcomDigi (Buy, RM5.6, +43%) Q1 25 Quick Take: Topline recovery delayed by prepaid softness by New Street Research
- The Match Group (MTCH, Neutral, $31 target) New Tinder MAU headwind, HER & more M&A coming + reorganization update by New Street Research
- LUMN / AT&T: quick thoughts on fiber transaction by New Street Research
- Iliad Q1 25: Solid results, but focus on M&A in Italy and France by New Street Research
- Alphabet (GOOGL, Buy, $210 target) Where does AI Search competition stand now? Reviewing the three main investor angles post I/O & GML by New Street Research
- Salt/Matterhorn (Equal Weight) Q1 25: Good result in a better market dynamic by New Street Research
- SK Telecom (Buy, KRW 86,000, +65%) Q1 25 Quick Take: Good cost cutting progress overshadowed by impact of data breach by New Street Research
- United Internet/ 1&1 1Q25: Service revenue stable, as mobile pricing improves by New Street Research
- SATS: Quick thoughts on risk to licenses from FCC action by New Street Research
- VodafoneZiggo (Underweight) Still a challenging outlook ahead for the creditors by New Street Research
- Vivo / Telefonica Brasil (Buy, TP: BRL33, +21%) Q1 25: Solid start to the year by New Street Research
- Bharti Airtel (Buy, INR 2,070, +13%) Q4 FY25 Quick Take: Dividend doubled (again). Strong margins. Bodes well for Singtel. by New Street Research
- OTE (Buy, TP: €21.2, +22%) Q1 25: Solid results, H2 set-up very nice by New Street Research
- KDDI (Buy, ¥3,150, +22%) Q4 24 Quick Take: Good revenue growth; big buyback again; but guidance in line by New Street Research
- Deutsche Telekom (Buy, €42, +35%) Q1 25: Shifting sands in the German market by New Street Research
- VEON (Buy, TP: $65/ADR, +18%) Q1 25: Solid quarter, FY25 guidance reiterated; key points from the call included by New Street Research
- Eutelsat 3Q25: Financing yet to launch. Move bonds to Equal Weight. by New Street Research
- CHTR / Cox: quick thoughts by New Street Research
- CHTR / Cox: thoughts following the call and detailed deal analysis by New Street Research
- Takeaways from Meetings with the Korean Telcos in Seoul. KT to KRW 105,000 SKT to Neutral. by New Street Research
- BT (Buy, £2.40, +45%) TNT Sports exit - what are the financial implications? by New Street Research
- SATS and Carr’s Endgame by New Street Research
- Alphabet (GOOGL, Buy, $210 target) What’s next for AI Search? Previewing Google I/O and Marketing Live by New Street Research
- IHS Towers (Buy, TP: $7.7, +41%) – Q1 25: Strong start to the year; Rwanda deal announced by New Street Research
- Singtel (Buy, S$4.6, +16%) Q4 FY25 Quick Take: Buyback announced by New Street Research
- BT (Buy, £2.40, +46%) Dig a bit deeper and it is better than the headlines by New Street Research
- More SATS v. Carr: Are the Self-Certified Licenses at Risk? by New Street Research
- A closer look at Cox footprint by New Street Research
- eir Q1 25: Solid quarter and guidance reiterated by New Street Research
- GEM Telcos: Consolidation – THE theme driving improved trends for EM Telcos – how far can it go? by New Street Research
- ZEGONA (Buy)/ MASORANGE (Neutral) - Selling down a smaller FTTH stake? by New Street Research