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refin_telecom / Equity
- New Street: NOS (Neutral, TP: €4.5, +34%) New entrant plans becoming clearer by New Street Research
- New Street: Indian Mobile Indian Govt now VIL’s biggest shareholder. Thoughts & Implications. by New Street Research
- New Street: Deutsche Telekom (Buy, €25, +60%) Was €27 Revisiting the thesis given TMUS/ CCI impact by New Street Research
- New Street: Airtel Africa (Buy, TP: GBp260, +77%) Confirmed to join the FTSE 100 by New Street Research
- New Street: ZOZO – Q3 21: Slight slowdown, guidance unchanged which is likely conservatism but implies a weak Q4 by New Street Research
- New Street: MTN Nigeria – Q4 21: 2021 the best year for growth since 2009, & upgraded guidance by New Street Research
- New Street: EU Towers Upgrade: Cellnex off Sell list, and Vantage/ Inwit to Buy by New Street Research
- New Street: The Cheapest PayCo Globally? LatAm Payments Outlook 2023; Upgrade PAGS to Buy by New Street Research
- Japanese Telcos Q3 FY22 review: Better trends, mobile ARPU set for V-shaped recovery by New Street Research
- Hutchison Europe H2 2022: Setting out their stall for a Vodafone merger by New Street Research
- Online Dating Summit Recap: Tinder's turnaround, MTCH in Asia, GRND on AI and more by New Street Research
- LibertyGlobal/ VMO2 to acquire Cityfibre? Our take. by New Street Research
- Inwit (Buy, €12.2, +3%) Ardian considering bid for Inwit. Our take. by New Street Research
- Salt/Matterhorn Q4 22: A slower but solid quarter; Debt rating upgrade? by New Street Research
- MELI US (Buy, TP: $1,300, +10%) MercadoLibre (Buy): Mexico Deep Dive – Meeting notes by New Street Research
- IHS Towers (Buy, TP: $20, +135%) Q4 22: Another strong quarter; encouraging FY23 guidance – Feedback from call included by New Street Research
- Sub-Saharan African Telecoms Fundamentals still strong; slight ARPU pressure but stable margins; Q4 22 review by New Street Research
- Tower Bersama (Buy) – Q4 22: Slower quarter by New Street Research
- DLO US (Neutral, TP: $25, +45%) dLocal Q4s - Falling take rates drive Gross Profit/EBITDA miss, as well as weaker guide by New Street Research
- PT Telkom (Buy, IDR: 6,000, +41%) Telkomsel-Indihome merger: Our Take by New Street Research
- NU US (Buy, TP: $6.8, +48%) PAGS US (Buy, TP: $17, +96%) MELI US (Neutral, TP: $1,350, +10%) LatAm Fintech into Q1 - Better momentum at NU, PAGS the value play on falling rates by New Street Research
- Vodafone (Buy, 160p, +73%) Was 180p The note we didn't want to write by New Street Research
- WISE (Neutral, TP: £6.00, +20%) Wise Q4 23 - TPV light, but deposits stable/up and target NII running ahead by New Street Research
- China Tower (Buy, TP: HK$1.7, +70%) Q1 23: Decent start to the year, good EBITDA and net income despite the MSR renegotiation by New Street Research
- Snap, Inc. (Buy, TP: $14, +30%) SNAP Partner Summit & CEO/CFO Meeting Highlights by New Street Research
- New Street: ESG: CDP Climate scores released Sector unchanged overall, DT remains NSR Climate Champion by New Street Research
- New Street: LatAm Payments - Finding Value in 2022 (after a Torrid 2021) by New Street Research
- New Street: Indian Mobile If Jio IPO's at $100bn what is Bharti worth? by New Street Research
- New Street: Telia Q4 21: Tower sale offsets slightly weak numbers and guidance - Quick Take by New Street Research
- New Street: Telia Q4 21: Quick thoughts after the call by New Street Research
- New Street: KPN Q4 21 –Thoughts after the call (TMNL prices increases, CPI-linked price increases, cost-cutting, B2B outlook) by New Street Research
- New Street: KPN Q4 21: Good mass-market SR trends, bigger buy-back – Quick Take by New Street Research
- New Street:TIM Brasil-Oi guide suggests >R$9 billion of deal synergies by New Street Research
- Iliad Q4 22: Good SR trends in Italy, ambitious plans; Group EBITDA recovery by New Street Research
- Telenor (Buy): M&A in Sweden/Denmark to be another catalyst? by New Street Research
- VIVT3 BZ (Buy, TP: BRL55, +37%) TIMP3 BZ (Neutral, TP: BRL17, +30%) Brazilian Telcos - Feedback from London Meets: Positive Wireless pricing Improving; top pick Vivo by New Street Research
- Liberty Global (Buy, $29, +53%) Liberty Global buying in Telenet minorities. Our take. by New Street Research
- Indian Mobile Q3 FY23 review: Fundamentals intact, stay bullish on Bharti and Jio over longer term by New Street Research
- Protelindo (Buy, TP: IDR 1,900, +104%) Q4 22 Quick Take: Strong financials but tenancy loss may signal near term weakness by New Street Research
- EM Telcos Q4 22: Double digit growth persists by New Street Research
- United Internet (Buy): 1&1 guidance inline; market valuing network build at -€6bn by New Street Research
- Airtel Africa (Buy) - Feedback from small group call by New Street Research
- Chinese Telcos - Q4 22 review: Incremental Enterprise contribution offsets slower core; encouraging capex guide by New Street Research
- Indonesian Telcos Q4 22 review: Sustained growth, stay positive on Mobile outlook by New Street Research
- MELI US (Neutral, TP: $1,350, +8%) MercadoLibre - Messi Macro in Argentina; Neutral (from Buy) after strong YTD by New Street Research
- LatAm Telcos - Q4 Datafile and Review: Brazil wireless strength; cuts to Mexican fixed, spotlight on Colombia by New Street Research
- Asian Telcos 5G capex has peaked in Asian Mobile Leaders by New Street Research
- WISE (Buy, TP: £6.75, from £6.00, +25%) WISE - Upgrade to BUY: Big hikes to EBITDA and net income coming by New Street Research
- Elisa (Neutral, TP: €56, +2%) Q1 23: In-line vs consensus, but B2C EBITDA growth probably turned negative - inc call feedback by New Street Research
- Tele2 Q1 23: Mixed results, a lot to do in the rest of year - Quick Take by New Street Research