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refin_telecom / Equity
- SATS v. Carr: Post Earnings Call State of Play by New Street Research
- China Tower (Buy, TP: HK$14, +24%) Q2 25 Quick Take: Stable growth, Dividends rising by New Street Research
- Eutelsat (Sell, €1.2, -60%) 4Q25: Good results, but LEO backlog stationary by New Street Research
- Entel (Neutral, TP: CLP3,150, -1.5%) Q2 25: Slower trends, the environment remains tough by New Street Research
- The Match Group (MTCH, Neutral, $31 target) Progress continues under new CEO Rascoff by New Street Research
- SK Telecom (Neutral, KRW 78,000, +39%) Q2 25 Quick Take: Heavier hit expected in H2 by New Street Research
- VEON (Buy, TP: $65/ADR, +24%) Q2 25: Tracking well, guidance lifted by New Street Research
- Liberty Latin America (Buy, TP: $13.9, +68%) Q2 25: Puerto Rico separation is very positive for the equity by New Street Research
- United Internet (Neutral, €27, +4%) / 1&1 (Neutral, €19, -1%) 2Q25: Mixed quarter; increasing inorganic optionality by New Street Research
- LG Uplus (Buy, KRW 19,000, +31%) Q2 25 Quick Take: Good acceleration by New Street Research
- KT Corp (Buy, KRW 105,000, +94%) Q2 25 Quick Take: Service revenue inflection supported by B2B & Fixed by New Street Research
- MTN (Buy, TP: ZAR190, +15%) MTN Uganda – Q2 25 Quick Take: Solid EBITDA, MT guidance reiterated by New Street Research
- IHS Towers (Buy, TP: $7.7, +6%) Q2 25: Solid quarter, beat and raise; call feedback included by New Street Research
- Could the Trump/Carr Gambits Against CMSCA (and DIS) Backfire? by New Street Research
- Japanese Telcos – Q1 FY25 review: Steady start, all eyes on Mobile pricing by New Street Research
- Liberty Latin America (Buy, TP: $13.9, +87%) Cutting Puerto Rico loose Part 1: What is the rump worth? by New Street Research
- TMUS Quick Hit: T-Mobile Acquires US Internet by New Street Research
- Sunrise (Neutral, TP: CHF38, -16%) Q2 25: Good EBITDAaL beat and better SR trends by New Street Research
- SATS: How should Investors Interpret the Sounds of Silence? by New Street Research
- Kyivstar (Buy, $16, +25%) [Sponsored Research] Initiation – Pivot to Digital, Buy, PT US$16 by New Street Research
- EchoStar & AT&T First Take by New Street Research
- The EchoStar Deal: Impacts to SATS by New Street Research
- SBAC Results Review & Model Update by New Street Research
- Softbank Corp (Buy, TP: ¥270, +19%) Q1 FY25 Quick Take: Another decent quarter by New Street Research
- USM Quick Take: Special Dividend Confirms Our Prior Value (TP: $76; +5%) by New Street Research
- Telecom Italia (Neutral, €0.36, -12%) Q2 25 - Rational Italian pricing a key support by New Street Research
- NTT (Buy, TP: ¥215, +40%) Q1 FY25 Quick Take: Soft start; awaiting for Mobile inflection as Fixed gains ground by New Street Research
- OTE (Neutral, TP: €16, +0%) Q2 25: Mixed results, but Romania sale means extra cash returns coming by New Street Research
- Deutsche Telekom (Buy, €40, +33%) Q2 25 - Solid financials, but broadband market slowing by New Street Research
- Millicom (Buy, TP: $46, +8%) Q2 25 – Growth improving, strong EFCF by New Street Research
- Pinterest (PINS, Buy, $49 target) Elevated expectations into the print create nice entry point for our Top SMID Pick by New Street Research
- Rakuten (Reduce, ¥510, -36%) Q2 25 Quick Take: Better mobile, but overall mixed by New Street Research
- Singtel (Buy, S$5.5, +40%) 4 to 3 consolidation but not as expected by New Street Research
- How will the Government Treat a Nexstar/Tegna Deal? by New Street Research
- Singtel (Buy, S$5.5, +37%) Q1 FY26 Quick Take: Strong margin uplift in NCS and Optus by New Street Research
- MTN Rwanda (Buy, TP: ZAR190, +12%) Q2 25: A much better quarter by New Street Research
- Digi (Underweight) Q2 25: Some concerns on KPIs, Portugal fibre roll (good for Altice) and outlook by New Street Research
- VMO2 Update Impact from One Touch Switching by New Street Research
- German FTTH Deep-Dive: It should be worth the wait Rational structure emerging despite lower volume growth by New Street Research
- Indian Telcos Q1 FY26 review: Strong but moderation expected as it laps price hike; recent entry plans removal a positive by New Street Research
- South Korean Telcos Q2 25 review: KT and LG U-Plus benefiting from SKT’s data breach by New Street Research
- SATS/T Reach Agreement: What Will FCC Do Next? by New Street Research
- The EchoStar Deal: Impacts to AT&T by New Street Research