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refin_telecom / Equity
- Telenor (Neutral, TP: NOK 160, -7%) post Q4 25 model update – Impressive Nordic performance, Sweden M&A by New Street Research
- Trump Backs NXST/TXGA, Clearing Way for Broader Broadcast Consolidation and Other Changes in Media Landscape by New Street Research
- Softbank Corp (Buy, TP: ¥270, +27%) Q3 FY25 Quick Take: Strong results and change in customer strategy by New Street Research
- What Policies Matter to Telco’s Success: Supply Side or Demand Side? Or Something Else? by New Street Research
- Kyivstar (Buy, TP: $18.5) VEON (Buy, TP: $100) [Sponsored Research] Kyivstar (VEON) acquires another digital business in Ukraine, Tabletki.UA – Quick take by New Street Research
- Millicom (Buy, TP: $70, +7%) Millicom acquires Telefonica Chile: A potentially very valuable option, but concerns over management bandwidth by New Street Research
- Eutelsat ECA financing marks end of the saga by New Street Research
- TIM Brasil (Buy, TP: R$28, +1%) IHS Towers (Buy, TP: $10, +20%) TIM Brasil to Buy the 49% of i-Systems it doesn’t own from IHS Towers – quick take by New Street Research
- Deutsche Telekom (Buy, €44, +44%) TMUS stake to rise faster than expected by New Street Research
- Singtel (Buy, S$6.2, +20%) Q3 FY26 Quick Take: Slower but still decent by New Street Research
- Rakuten (Reduce, ¥510, -48%) Q4 25 Quick Take: Guiding to big step up in Mobile capex by New Street Research
- Eutelsat (Sell, €1.4, -40%) 2Q26: Nothing to justify the rally by New Street Research
- Sunrise (Neutral, TP: CHF39, -15%) Q4 25: OK numbers, and FCF guide for 2026 in-line by New Street Research
- Does the Trump/Kennedy Center Fiasco Portend PSKY's Future? by New Street Research
- Liberty Global (Neutral) Why the market reaction today might not be right by New Street Research
- Liberty LA (Buy, TP: $14.7, +90%) Q4 25: Encouraging KPIs at Puerto Rico, strong elsewhere by New Street Research
- Liberty LA (Buy, TP: $14.7, +74%) Thoughts after the call by New Street Research
- Vivo / Telefonica Brasil (Buy, TP: BRL43, +6%) Q4 25: Robust quarter; better mobile and strong FCF by New Street Research
- AI Expert Call Recap: Frameworks for Understanding Agentic Commerce (GOOGL, AMZN, SHOP, PINS, RDDT, PYPL, YELP, OTAs by New Street Research
- Telefonica (Sell, €2.6, -28%) Brazil is trying to save the day – but by not quite enough by New Street Research
- American Tower 4Q25 Quick Take: Consensus couldn’t get DISH right for ‘26 by New Street Research
- South Korean Telcos Explosive share price performance – is it sustainable? by New Street Research
- Lumen investor day takeaways…all better now? by New Street Research
- OTE (Neutral, TP: €17.2, -3%) Q4 25: Solid results, and good guidance by New Street Research
- EM Telcos Pricing power returns; where best; why (some) EM Telcos’ multiples could double by New Street Research
- Iliad (Equal Weight) Iliad can afford value accretive deals in France, Italy (and Sweden) by New Street Research
- The Match Group (MTCH, Neutral, $33 target) Stable outlook and FCF make MTCH interesting in a downturn by New Street Research
- KT Corp (Buy, KRW 105,000, +73%) Q4 25 Quick Take: Dividend hiked more than expected and decent results by New Street Research
- Alphabet (Buy, target rises to $380) Frontier AI winner confirmed, but some near-term EPS risk by New Street Research
- Millicom (Buy, TP: $70, +7%) acquires Telefonica Chile: A potentially very valuable option, but concerns over management bandwidth by New Street Research
- T-Mobile 4Q25 Quick Take: Stay tuned by New Street Research
- AMX (Buy, TP: $24, +7%) Q4 25: Decent quarter; Solid Mexico and Colombia, slightly slower Brazi by New Street Research
- TIM Brasil (Buy, TP: R$28, +0%) Q4 25: Good cost control drives accelerating profit and cash flow growth by New Street Research
- TMUS: Seems pretty much ok after all by New Street Research
- What Does the PSKY Announcement of Compliance Mean? by New Street Research
- Pinterest (PINS, Buy, $45 target) GTM re-org underway as stock hits “deep value” territory by New Street Research
- MTN (Buy: ZAR280, +43%) IHS Towers (Neutral, TP: $8.50, +5%) was Buy (TP: $10) : Proposed sale to MTN for $8.50 per share, positive for MTN by New Street Research
- VMO2 (Underweight) Q4 25: Weaker than expected 2026 guidance by New Street Research
- TMUS: Model update post CMD by New Street Research
- Orange (Buy, TP: €18.9, +12%) Q4 25: Set-up nicely ahead of tomorrow’s CMD – repair now 8% in the Ora price by New Street Research
- Orange (Buy, TP: €18.9, +7%) New EFCF guide justifies a Buy – more to come too by New Street Research
- Megacable (Buy, TP: MXN75, +14%) Q4 25: A touch slower but still strong; nice improvement in net leverage by New Street Research
- Digi (Equal Weight) Q4 25: New bullish Spanish guidance; Portugal fibre roll to stall by New Street Research
- Takeaways from Metro Connect 2026 Day One by New Street Research
- WBD/PSKY/NFLX Update by New Street Research
- Telecom Italia (Neutral, €0.45) Q4 25: A solid quarter - but up with events by New Street Research
- That’s a wrap! Takeaways from Metro Connect day 2 by New Street Research
- Totalplay (High Yield) Q4 25: Decent quarter; homes passed up by 1.8m by New Street Research
- Deutsche Telekom (Buy, €43, +28%) Should still be a core holding for 2026 by New Street Research
- C-Band Update: What Does the El Paso Airport Shutdown and Broadcaster Filing Tell Us about the C-Band Auction? by New Street Research