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refin_telecom / Equity
- Altice France bonds (Equal Weight) Altice France equity (Neutral, TP: €13, -20%) Bouygues (Buy, TP: €56, +25%) Iliad (Equal Weight) Orange (Buy, TP: €18.9, +30%) French M&A: Negotiations for SFR ongoing – due diligence now happening by New Street Research
- TalkTalk (Equal weight) Up for sale again! Our take by New Street Research
- What’s at Stake for T (and VZ and TMUS) in the Upcoming FirstNet Authority Reauthorization by New Street Research
- Altice France bonds (Equal Weight) Altice France equity (Neutral, TP: €15, -9%) Altice France: How much are non core assets really worth? by New Street Research
- What Do Carr’s Comments Mean for WBD Deal? by New Street Research
- Pinterest (PINS, Buy, $45 target) Quick Thoughts on Restructuring and Recent Ad Leadership Changes by New Street Research
- AT&T: That wasn’t such a scary start to US wireless results and guidance by New Street Research
- AT&T 4Q25 Quick Take: A reassuring start to 4Q results and initial ‘26 views by New Street Research
- Not unexpectedly, SATS defaults on AMT leases – We quantify the readthrough by New Street Research
- Liquid Intelligent Technologies (High Yield) Q3 26: Strong quarter, expecting to be approaching the bond market shortly by New Street Research
- Tele2 (Buy, TP: SEK 170, +7%) Post Q4 25 model update by New Street Research
- Airtel Africa (Buy, TP: £4.60, +46%) Q3 26: Another strong quarter by New Street Research
- Telia (Buy, TP: SEK 46, +15%) Post Q4 25 model update – The Buy case remains unchanged by New Street Research
- KPN (Neutral, TP: €4.4, +7%) Post Q4 25 model update – We see better value elsewhere by New Street Research
- T Quick Hit: AT&T closes Lumen fiber transaction by New Street Research
- TalkTalk (Equal Weight) Q3: Financial guidance intact, but customer volumes weaker – Quick Take by New Street Research
- Liberty Global (Neutral, $11.6, +13%) Liberty Global to acquire Hutch Ireland? by New Street Research
- Telia (Buy, TP: SEK46, +12%) Telenor (Neutral, TP: NOK150, -6%) Telia RAN sharing deal a nice support (a negative for Telenor) by New Street Research
- Digi (Equal Weight) Orange (Buy, TP: €18.9, +27%) Telefonica (Reduce, TP: €2.6, -21%) Zegona (Neutral, TP: £13.70, -14%) Be careful what you wish for: Digi as a remedy taker in Spain – also, what would it mean for Portugal/Belgium, Altice, by New Street Research
- The future of US wireless, right now - Extrapolating 3Q25 wireless trends ahead of 4Q carrier results and '26 guidance by New Street Research
- EM Tower Trends Q3 CY25 review: Solid quarter, especially in Africa by New Street Research
- Can CMCSA Buy CHTR After the Cox Deal is Done? by New Street Research
- Wireless: Key controversies heading into US wireless 4Q25 results and guidance by New Street Research
- Tele2 (Buy, TP: SEK 170, +7%) Q4 25: A lot of mixed messaging by New Street Research
- Telia (Buy, TP: SEK 48, +18%) Q4 25: Good FCF beat and DPS increase by New Street Research
- KPN (Neutral, TP: €4.4, +13%) Q4 25: Solid numbers, guidance as expected by New Street Research
- AT&T: Only modest changes to estimates following 4Q results by New Street Research
- Elisa (Neutral, TP: €40, +8%) Q4 25: Weak results, weak guidance, and lower than expected dividend by New Street Research
- VEON (Buy, TP: $100, +79%) VEON & Kyivstar – Guidance upgrade and secondary offering. Buy, price target US$100 by New Street Research
- Verizon 4Q25 Quick Take: Not kidding around with the ‘Dan Plan’ by New Street Research
- Global EM Telcos & Towers – Strong start – NSR GEM Top-10 February ‘26 Update by New Street Research
- VZ Quick Hit: Sampath out? by New Street Research
- Elisa (Neutral, TP: €38, -2%) Post Q4 25 model update – Difficult outlook, fairly priced by New Street Research
- Nexfibre to buy Netomnia? A potential first "real" in-market UK consolidation deal by New Street Research
- T Threats Limited in Senate FirstNet Hearing; House Hearing This Week by New Street Research
- The Match Group (MTCH, Neutral, $31 target) Turnaround continues but Tinder monetization inflection still not on the horizon by New Street Research