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refin_telecom / Equity
- UK consolidation Should VMO2 consider shutting down its HFC network? by New Street Research
- VZ/Starry Government Review by New Street Research
- Altice France equity (Neutral, TP: €10.3, -14%) Altice France bonds (Equal Weight) Bouygues (Buy, TP: €54, +41%) Iliad (Equal Weight) Orange (Buy, TP: €16.4, +21%) Has peace finally broken out in French mobile? by New Street Research
- Puerto Rican Telecoms Proprietary market survey – Liberty the natural number 2 in mobile not 3rd by New Street Research
- Orange (Buy, TP: €16.4, +21%) Bouygues (Buy, TP: €54, +39%) Altice France Bonds (Equal Weight) Altice France Equity (Neutral, TP: €10.3, -14%) Iliad (Equal Weight) French M&A: Here we go! by New Street Research
- Nexfibre/ VMO2 What can we learn from the newly published accounts by New Street Research
- Cellnex (Reduce) Implications from the SFR offer by New Street Research
- Reliance Industries (Buy, TP: INR 1,700, +20%) Q2 FY26 Quick Take: Back to HSD growth on O2C inflection and Retail improvement; rapid growth in FWA again by New Street Research
- Tele2 (Neutral, TP: SEK 149, -4%) Q3 25: An EBITDA miss, but OpFCF beat, and FY25 OpFCF guidance upgrade by New Street Research
- Eutelsat (Sell, €2.0, -46%) 1Q26: Revenue miss on FX weakness; Capital raise ahead by New Street Research
- TMT Finance Conference Takeaways by New Street Research
- Telia (Buy, TP: SEK 40, +15%) Q3 25: All-in FCF guidance lifted by New Street Research
- Liquid Intelligent Technologies (High Yield) – Q2 26: Important steps towards refinancing: partial asset disposal and new equity injection by New Street Research
- MasOrange (Equal Weight) Q3 25: Disappointing SR trends, but bigger picture is OK by New Street Research
- T-Mobile 3Q25 Quick Take: Strong results; guidance raised by New Street Research
- Alphabet (GOOGL, Buy, $295 target) AI Search vs ChatGPT dominates, but Cloud beginning to push through by New Street Research
- Alphabet (Buy, $295 target) How much revenue could Anthropic’s 1M TPUs generate? by New Street Research
- Trump Administration Confirms Media Antitrust Policy (and It’s Not About HHIs) by New Street Research
- KPN (Neutral, TP: €3.9, -5%) Q3 25: Weak SR, but all guidance reiterated (for now) by New Street Research
- Snap Inc. (SNAP, Neutral, $8 target) Downgrade to Neutral on lower DR ad growth & North America DAU headwinds by New Street Research
- MTN (Buy, TP: ZAR220, +31%) MTN Ghana – Q3 25: Slower but still solid by New Street Research
- Totalplay (High Yield) Q3 25: Slower quarter; FY25 guidance maintained by New Street Research
- VZ: Modest changes to model post 3Q, putting the Q in context by New Street Research
- VMO2 to buy Netomnia? Our Quick Take by New Street Research
- SES (Neutral, €6.5, -7%) Latest thoughts on C-band ahead of results by New Street Research
- 3Q25 Broadband Estimate Deep Dive by New Street Research
- Verizon Buys Starry, is this the ‘Dan Plan’ unfolding? by New Street Research
- 1&1 (Neutral, €22, +10%) United Internet (Neutral, €31, +13%) Telefonica (Neutral, €4.3, -2%) What’s 1&1 worth to Telefonica? by New Street Research
- A Versant/WBD deal: Prospects for Government Approval by New Street Research
- Orange (Buy, TP: €16.4, +21%) Bouygues (Buy, TP: €54, +39%) Altice France Bonds (Equal Weight) Altice France Equity (Neutral, TP: €10.3, -14%) Iliad (Equal Weight) by New Street Research
- AMX (Buy, TP: $22, +14%) Q3 25 – Decent quarter; slower top line but good EBITDA trends by New Street Research
- China Tower (Buy, TP: HK$14, +20%) Q3 25 Quick Take: Slower on softer Tower trends; lower D&A costs anticipated from useful life extension by New Street Research
- Will Newsmax Be Able to Kill the Nexstar/Tegna Deal? by New Street Research
- VEON (Buy, $65, +22%) augments Digital strategy with OLX Kazakhstan acquisition for $75m. Our brief thoughts. by New Street Research
- AT&T 3Q25 Quick Take: Volumes ahead, financials in-line, guidance reiterated by New Street Research
- AT&T: It’s all about that ARPU, no treble by New Street Research
- Orange (Buy, TP: €16.2, +15%) Q3 25: Solid numbers, Group EBITDAaL guidance lifted by New Street Research
- Elisa (Neutral, TP: €46, +12%) Q3 25: Slightly weak results, worrying comments on Finland competition by New Street Research
- TMUS: A great house, but the neighborhood? We need convincing... by New Street Research
- Televisa (Neutral, TP: $2.3, -5%) Q3 25: A better quarter driven by Broadband/Cable; solid EBITDA at TVUNI by New Street Research
- Megacable (Buy, TP: MXN75, +36%) Q3 25: Another good quarter by New Street Research
- VEON (Buy, $65, +29%) [Sponsored Research] 3Q25 Earnings Preview by New Street Research
- VZ Quick Take: The Dan plan takes a step forward with Eaton fiber deal by New Street Research
- Airtel Africa (Buy, TP: GBp340, +39%) Q2 26: Solid print; capex up reflecting the strong growth by New Street Research
- Telenor (Neutral, TP: NOK 170, +4%) Q3 25: OK results, guidance ranges tightened by New Street Research
- Verizon 3Q25 Quick Take: A soft quarter as expected, the ‘Dan Plan’ must wait for the call by New Street Research
- VZ: Assessing the Dan Plan by New Street Research
- Altice France Bonds (Equal Weight) Altice France Equity (Neutral, TP: €13, +8%) Altice International (Equal Weight) Altice France/Altice International: How much are XpFibre and FastFiber worth? by New Street Research
- Global EM Telcos When does Digital drive a re-rating? Upgrade VEON, Vivo, AAF, MTN, Kyivstar and Vodacom by New Street Research
- SK Telecom (Buy, KRW 78,000, +48%) Q3 25 Quick Take: Dividend cut by New Street Research