Back to the main directory
refin_telecom / Equity
- WBD Drama Continues: What are Known Knowns? by New Street Research
- Bharti Airtel (Buy, INR 2,750 from INR 2,180, +32%) All cylinders firing. Buy, price target INR 2,750 by New Street Research
- OTE (Neutral, TP: €16, -1%) Q3 25: Solid results, and Romania-linked extraordinary return by New Street Research
- Rakuten (Reduce, ¥510, -51%) Q3 25 Quick Take: EC demand pulled forward on hometown rule tax changes, Q4 expected to be softer; still no significant improvement in Mobile by New Street Research
- Thai Telcos Q3 25 review: Upgrade AIS price target on continued ARPU recovery by New Street Research
- Liberty LA (Buy, TP: $14.9, +85%) Feedback from call with CFO by New Street Research
- Iliad (Equal Weight) Q3 25: Weaker French trends – but Q4 outlook better by New Street Research
- Eir (Most Preferred) Q3 25: Better underlying SR trends, outlook confirmed by New Street Research
- Salt/Matterhorn (Equal Weight) Q3 25/Swiss market update: Price problems remain (but Salt outperforming) by New Street Research
- United Internet (Neutral, €30, +25%) / 1&1 (Sell, €13, -40%) Versatel transfer negative for minorities by New Street Research
- SES (Neutral, €5.0, -10%) (previously €6.5) Can C-band save the credit rating? by New Street Research
- TeleColumbus (Overweight) Q3 2025: MSIP implicitly showing their support by New Street Research
- Altice France (SFR) Bonds (Equal Weight) Altice France (SFR) Equity (Neutral, TP: €13, +8%) Q3 25: OpFCF guidance reiterated, non-core asset sales continue by New Street Research
- Zegona (Neutral, £13.40, -3%) Payday – but is it payday for Vodafone shareholders as well? by New Street Research
- Altice International (Equal Weight): The next domino has fallen; SFR 2.0 by New Street Research
- Altice International (Equal Weight) Israel offers coming in thick and fast by New Street Research
- Deutsche Glasfaser/ DT Our take on the refinancing story by New Street Research
- Vodafone (Buy, 120p, +26%) Safaricom buyout: More FCF accretive than one might think by New Street Research
- The future of broadband - Cable is losing share by New Street Research
- The Ellison Antitrust Paradox: They Need Trump but Trump Card Could Backfire by New Street Research
- Liberty Latin America (Buy, TP: $14.9, +79%) Puerto Rico Broadband threat deep dive – Customer loss likely to persist for Liberty by New Street Research
- Trump Helps/Hurts/Muddles PSKY Effort, Illustrating Ellison Antitrust Paradox by New Street Research
- IHS Towers (Buy, TP: $10, +42%) Q3 25: Another beat and raise; call feedback included by New Street Research
- Singtel (Buy, S$6.2 from S$5.5, +30%) Upgrade price target to $6.2 on the back of Bharti by New Street Research
- Deutsche Telekom (Buy, €40, +46%) Three Key Points for Q3 by New Street Research
- Digi (Underweight) Q3 25: New Spanish disclosure is supportive; Portugal roll lower than expected by New Street Research
- MTN Group (Buy, TP: ZAR245, +47%) Q3 25: Slower but decent overall; lacklustre SA by New Street Research
- As WBD Collects Bids, Has Anything Changed in Likely Government’s Approach (or, More Important, in the Markets)? by New Street Research
- Can VZ Reduce Churn and Improve Performance with a Delete, Delete, Delete FCC Action? by New Street Research
- T’s 4.9 Spectrum Win Faces Court Challenge by New Street Research
- Altice France Bonds (Equal Weight) Altice France Equity (Neutral, TP: €13, +8%) What do the latest press reports tell us about the Bid-Ask spread? by New Street Research
- FWA is on the horizon It has the potential to be disruptive: Keep a very watchful eye on it by New Street Research
- Zegona (Neutral, £13.40, -2%) Was Buy Q2 26 – It’s been a great run - Move to Neutral by New Street Research
- FiberCop (Underweight) Q3 25 - Line losses continue to be a drag by New Street Research
- Japanese Telcos Q2 FY25 review: Better trends as price hikes start to flow by New Street Research
- Odido (Overweight) Q3 25: EBITDA growth and capex declines accelerate FCF growth; IPO 2026? by New Street Research
- Global EM Telcos & Towers Blow out Q3 results drive another great month: NSR GEM Top-10 December ‘25 Update by New Street Research
- The future of broadband 3Q25: Our updated broadband industry forecast framework by New Street Research
- Vodacom (Buy, TP: ZAR200, +50%) Vodacom acquires a controlling further 20% in Safaricom by New Street Research
- Update on WBD: What Trump Transaction Tax Could NFLX Pay? by New Street Research
- Vodacom (Buy, TP: ZAR200, +49%) Feedback from call with CEO by New Street Research
- SATS: SpaceX, the final frontier by New Street Research
- South Korean Telcos Q3 25 review: Stable; expect new KT CEO to be announced by early 2026 by New Street Research
- AI Summit NYC Recap Inference demand driving Clouds, Blackwell capacity still coming, AI use at PINS & WMT, agencies disrupted? by New Street Research