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- New Street: Chorus NZ (Buy, TP: NZ$8.10, +26.0%) NZ Digital Strategy requires trust, and a better regulatory model by New Street Research
- New Street: EM Towers: Which are the best EM Towercos in the world? by New Street Research
- US Policy: Follow Up Edition: The Time Factor in Spectrum Politics; More Bad Rumors and Logic Predicting Price Regulation by New Street Research
- New Street: Orange (Buy, TP: €14.0, +44%) Q3 21: +4.5% y/y EBITDA growth ex co-financing w/sale drag - Quick Take by New Street Research
- New Street: TIM Brasil (Buy, TP: BRL22, +80%) TIM Brasil - solid Q3s ahead of catalysts (5G/FibreCo/Oi deal) by New Street Research
- New Street: ZOZO (Buy, TP: ¥5,200, +22%) Q2 21: Slower quarter but still good by New Street Research
- New Street: Telenor (Neutral, TP: NOK150, +9%) Q3 21: Weak numbers, EBITDA guidance cut - Quick Take by New Street Research
- New Street: TIGO (Neutral, TP: $44, +22%) Millicom Q3s Quick Take: Good momentum, Capex coming down in FY22 by New Street Research
- New Street: Cellnex (Reduce, TP:€37, -31%) Q3 results: No surprises, but no deals by New Street Research
- New Street: Liberty Global (Buy, $41, +40%) Q3 21 - Extra support from FCF upgrade by New Street Research
- New Street: Mitratel (TP: IDR935) IPO priced at IDR 800, prefer Telekom Indo and Protelindo by New Street Research
- Will C-Band Start Date for Verizon and AT&T Get Further Delayed? by New Street Research
- US Policy FAA/Aviation Industry Seeks Longer Delay by New Street Research
- DISH On Offense on Many Policy Fronts by New Street Research
- New Street: TIMP3 BZ (Buy, TP: R$22) VIVT3 BZ (Buy, TP: R$61) TIM Brasil - TI bid / Favourable tax ruling: Supportive News keeps Coming by New Street Research
- Rosenworcel Hearing a Breeze for Her, with Signals on Net Neutrality, Spectrum (12 GHz), USF, & Independent Programmer Access by New Street Research
- New Street: SingTel (Buy, TP: S$3.7, +61%) Strong Q122 results supports recent share price momentum by New Street Research
- New Street: Z Holdings (Buy, TP: ¥940, +87%) Investor Call with Head of IR; still limited visibility by New Street Research
- New Street: SingTel (Buy, TP: S$4.4, +84%) How & why we think the stock will (nearly) double. Price target to S$ 4.4 from S$ 4.1 by New Street Research
- Quick Take: SpaceX Engine Problems – Ramifications for Broadband Policy by New Street Research
- New Street: European Telecoms and ESG: Well-placed today, could be even better tomorrow by New Street Research
- New Street: Japanese e-Commerce – Slightly slower Q, stay bullish on the space and cautious on Rakuten – Q3CY21 review by New Street Research
- T/TWX/Discovery Deal: Implications of Congressional Democratic Challenge by New Street Research
- New Street: Thai Mobile Decent quarter, Covid not over but market is consolidating; Q3 21 review by New Street Research
- NSR Policy: US Policy More on T/TWX/Disc deal by New Street Research
- New Street: German FTTH deep-dive: Pivot in competition towards B2B market from overbuilders by New Street Research
- New Street: Telkom Indonesia (Buy, TP: IDR7,450, +92%) ) First step towards data center IPO by New Street Research
- New Street: Global EM Telcos The 12 year bear market is over, go long, outsized returns ahead by New Street Research
- New Street: Telenet (Neutral, €39, +20%) Q3 results: A guidance upgrade, but Fluvius overhang will still persist by New Street Research
- NSR Policy: White House Set to Name Rosenworcel Chair, Sohn as Commissioner, and Davidson to Head NTIA by New Street Research
- New Street: Swisscom (Neutral, TP: CHF510, -6%) Good EBITDA; guidance cuts due to JV delay - Quick Take by New Street Research
- New Street: Hang on. What just happened to EU telcos in October? by New Street Research
- New Street: Mercari (Buy, TP: ¥9,000, +46%) Q1 22: Mixed start to the year by New Street Research
- US Policy: What is Haunting Investors This Halloween? Our Review of the Ghosts and Goblins, Real and Imagined, in Communications Policy by New Street Research
- The FAA/FCC C-Band Stand-off: VZ and T Agree to One Month Delay by New Street Research
- New Street: Orange (Buy, TP: €15.0 (from €14.0,), +55%) At some point the irrationality reverses - target up thanks to Africa FinTech by New Street Research
- New Street: TKG SJ (Neutral, TP: ZAR56, +13%) Telkom Q222: Sharp deceleration in trends. Downgrade to Neutral by New Street Research
- New Street: Deutsche Telekom (Buy, €23.5, +42%) Q3 21 - Early dividend increase an extra driver for the narrative by New Street Research
- New Street: IHS Holdings (Buy) and MTN (Buy) MTN disposes of tower sites in South Africa to IHS by New Street Research
- White House, FAA, FCC and Carriers Seek to Land Plane in 5G/Altimeter Standoff: Signs of Progress, But Not Yet Safely on Ground by New Street Research
- To Resolve FAA/FCC Standoff, VZ and AT&T File Letter Describing Mitigation Efforts; Look to Begin C-Band Operations on January 5 by New Street Research
- New Street: Oi FYs: Solid momentum, Sao Paulo launch, Wireless de-consolidation still hazy by New Street Research
- New Street: Nubank - Pre-IPO: Model, Outlook and 12 Key Questions for Management by New Street Research
- New Street: Telecom Italia (Neutral, €0.48, +0%): CEO resigns. What next? by New Street Research
- New Street: Japanese e-Commerce Slightly slower quarter, stay bullish on the space and cautious on Rakuten; Q3CY21 review by New Street Research
- Rosenworcel Says Clear No to Price Regulation by New Street Research
- New Street: Nubank pre-IPO: Update I - Valuation, Economic exposure; Call invite by New Street Research
- New Street: 1&1 (Buy, €35, +46%) Was €37 Vantage Towers (Neutral, €33, +9%) Was €32 United Internet (Neutral, €37, +14%) Was €40 Telefonica Deutschland (Reduce, €1.7, -29%) by New Street Research
- NSR Policy: Threat to T/VZ C-Band 5G Abating as FAA Offers Optimistic Tone and Limits Concerns by New Street Research
- Gleanings from the Confirmation Process by New Street Research