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refin_telecom / Equity
- Cellnex vs. Telefonica Cellnex (Buy, €34, +32%) Telefonica (Reduce, €2.8, -20%) What we missed from our sector report by New Street Research
- VZ/FBYR/CPUC Update: Build Out Requirements Remain an Issue by New Street Research
- Telecom Italia (Neutral) Savings share conversion announced – third time lucky! by New Street Research
- In Partial Win for Cable, Trump Memoranda Appears to Protect CBRS by New Street Research
- Global EM Telcos Fish in a barrel? 8 Themes that drove EM Telcos in 2025 by New Street Research
- Indian Telcos & Towers What to expect in 2026: Another good year; Jio to IPO? by New Street Research
- Indian Telcos Q2 FY26 review: Remain constructive as Jio’s IPO nears by New Street Research
- Global EM Telcos & Towers 2025 wrapped. NSR GEM 2026 Top-10 unveiled: NSR GEM Top-10 January ‘26 Update by New Street Research
- South Korean Telcos Outlook 2026: Value-up journey continues by New Street Research
- Japanese Telcos & Internet What to expect in 2026: Incumbents grind higher (again) by New Street Research
- Part Two of Year in Preview: What about SATS, BEAD, Spectrum, and Other Issues that Dominated 2025? by New Street Research
- African & EMEA Telcos & Towers Outlook 2026; expecting another good year; Vodacom our new African top pick by New Street Research
- VZ/FYBR: Filings Confirm Concerns about CPUC Deployment Requirement by New Street Research
- LatAm Telcos Outlook 2026 – Consolidation moves to broadband + Millicom pt to $70 by New Street Research
- Mexican Cable/FTTH Megacable the clear outperformer in Q3; Q3 25 review by New Street Research
- Liberty Global (Neutral, $11.6, +9%) Looking ahead to Q4 results by New Street Research
- VZ/FYBR CPUC Oral Argument: Quick Post-Game Analysis by New Street Research
- Supreme Court Takes FCC Cases; Potential Investor Impacts by New Street Research
- DISH Antitrust Challenge to DIS; Will Content or Distribution Gain Flexibility in the Media World to Come? by New Street Research
- Odido (Overweight) Odido IPO: Key questions investors should ask themselves/management by New Street Research
- Towers & interest rates, the biggest moving parts by New Street Research
- Reliance Industries (Buy, TP: INR 1,700, +22%) Q3 FY26 Quick Take: FWA remains strong by New Street Research
- Ad Tech Exec Lunch Recap: -ve for TTD, +ve for AMZN Cloud + Ads (+ more on APP/LFTO, PINS, HoldCos, RDDT, CRTO) by New Street Research
- VEON (Buy, TP: $100, +85%) VEON – Feedback from Management NDR in Asia by New Street Research
- Telenor (Neutral, TP: NOK150, +2%) Telenor – exit from Thailand – what next? More Asia sales? Cash returns or M&A? by New Street Research
- SES (Neutral, €5.2, +1%) Credit downgrade to high yield by New Street Research
- Telecom Italia (Neutral, €0.45, -9%) €1bn legal victory confirmed….what next? by New Street Research
- Indonesian Telcos Q3 25 review: Momentum expected into Q4 by New Street Research
- NXST/TGNA: How will Trump’s New Posts and the WBD Battle Affect the Deal Review? by New Street Research
- Chinese Telcos & Tower Outlook 2026: Grind higher expected, Unicom to outperform by New Street Research
- Wireless 4Q25 Preview & Estimate Updates by New Street Research
- Global EM Telcos & Towers Themes and Top picks for 2026 by New Street Research
- Towers 4Q25 Estimates & Ratings Refresh by New Street Research
- Towers 4Q25 Estimates & Ratings Refresh by New Street Research
- ASEAN Telcos Outlook 2026; Singtel and TRUE remain our top picks regionall by New Street Research
- Expert Call Recap: Ken Rona, Chief AI Officer at JWX AI stacks (GOOGL #1), AI coding, (AMZN Kiro rising) and AI in Ads (-ve for TTD) by New Street Research
- Cloud AI Revenue Update - higher utilization offsets lower chip count Pricing remains strong, supporting our above consensus estimates by New Street Research
- Part Three of Year in Preview: Our Analysis about Policyband’s Predictions by New Street Research
- VZ/FYBR CPUC Argument Today: Our Pre-game Analysis by New Street Research
- SATS defaults on CCI leases - Quantifying the readthrough by New Street Research
- FCC Grants VZ Waiver on Phone Unlocking by New Street Research
- Malaysian Telcos Q3 25 review: Still pressured by Prepaid but reiterated guidance suggests a stronger 4Q by New Street Research
- Nigerian Telcos Q3 25 review: Real revenue growth remains 40% by New Street Research
- VZ/FYBR Win Changes in CPUC Order; Approval Imminent by New Street Research
- Will PSKY's Plan D (or Trump's Post) Derail NFLX's WBD Plans? by New Street Research
- A deeper dive on 'terminal' broadband market share by New Street Research
- Telefonica/ Zegona/ 1&1 - is consolidation afoot? Telefonica (Reduce, €2.6, -21%) United Internet (Neutral, €32, +13%) Zegona (Neutral, £13.70, -12%) by New Street Research
- Sub-Saharan African Telecoms Another great quarter, upgrade AAF, MTN, Vodacom; Q3 25 review by New Street Research
- True Corp (Buy, THB 18, +59%) Telenor sells out of TRUE – implications for TRUE (and brief thoughts for CelcomDigi) by New Street Research
- Cityfibre 2025 results Rational support for the whole market by New Street Research