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refin_telecom / Equity
- Nigerian Telcos - Slower quarter but headwinds may turn into tailwinds, stay positive; Q1 23 review by New Street Research
- BT (Buy): BT's Impending Labour Party - redux 20 years on by New Street Research
- AI in Advertising and its Impact on Agencies by New Street Research
- TIMP3 (Buy, TP: BRL21, +42%) VIVT3 (Buy, TP: BRL59, +34%) Brazilian Telecoms - Pre-paid Pricing adds to the Carnival: Upgrade TIM to Buy by New Street Research
- MELI US (Neutral, TP: $1,400, +11%) MercadoLibre - Argentine blue chip swap through 500/$ - Staying cautious by New Street Research
- Vodafone (Buy, 135p, +81%): Hutchison deal - good, but could have been better by New Street Research
- LILA (Buy, TP: $14, +66%) AMX (Buy, TP: $27, 22%) Liberty LA/AMX - VTR Q1s: Margins drop in Chile, Signs of recovery in ARPU by New Street Research
- TIGO (Buy, TP: $21, +23%) TEF (Buy, TP: EUR4.7, +30%) Millicom - Apollo off, but Merger in Colombia on; TEF/TIGO by New Street Research
- Vodafone (Buy, 140p, +89%) Was 135p Deeper dive on the UK deal - with full model. Target upgrade to 140p. by New Street Research
- Thai Telcos - Q1 23 review: Gradual market repair underway by New Street Research
- Liberty Global (Buy, $30, +83%) Improving financial trends should support Q2 results by New Street Research
- Malaysian Telcos Q1 23 review: Signs of recovery post-consolidation by New Street Research
- EM Telcos Q1 23: Slowdown in India, elsewhere strong by New Street Research
- WISE (Buy, TP: £6.75, +10%) WISE (Buy) FY 23 - NII policy set to drive significant consensus EBITDA upgrades by New Street Research
- FWA in EM Telcos Revenue & Returns Analysis: Focus on Africa, India, Indonesia by New Street Research
- EM Tower Trends Africa outperforming; Q1 CY2023 review by New Street Research
- BT (Buy, 205p, +69%) Was 200p Why Sports exit is worth >£1bn - and supports the dividend by New Street Research
- BT (Buy, 205p, +68%) CEO leaving - is BT now a target? Our take. by New Street Research
- AMX (Buy, TP: $27, +23%) America Movil Q2 23 - Small revenue/EBITDA miss, net income beat thanks to FX; low Q2 buy back by New Street Research
- 2Q23 Preview: AMZN Returns to Top Pick, GOOGL to #3 by New Street Research
- Tele2 (Neutral, TP: SEK120, +29%) Q2 23: Mixed results, and capex guidance increases - Quick Take by New Street Research
- MEGA (Neutral, TP: MXN43, +4%) TV (Neutral, TP: $5.0, +2%) Mexican Cable/FTTH - Megacable to gain share (but there’s no real winner)/ Back to Neutral by New Street Research
- Telia (Buy, TP: SEK39, +61%) Q2 23: Telco business drives a Group EBITDA beat, media now non-core by New Street Research
- FYBR Quick Hit: Frontier announces at least $1.05BN in securitized debt by New Street Research
- Vodacom (Neutral, TP: ZAR150, +32%) Q1 24 Quick Take: Better quarter helped by South Africa by New Street Research
- Japanese Telcos - Q4 FY22 review: Operationally decent; mixed guidance. KDDI new top pick. by New Street Research
- T-Mobile NL Q1 23: New DELTA deal brings upside potential (and risk for KPN/Vod-Z) by New Street Research
- Sub-Saharan African Telecoms Resilient quarter; Small top line acceleration and stable EBITDA trends; Q1 23 review by New Street Research
- Bharti Airtel (Buy, TP: INR 1,400, 67%) Expect Enterprise to take the lead by New Street Research
- South Korean Telcos Q1 23 review: Sustained top-line, slower EBITDA by New Street Research
- Indonesian Telcos Q1 23 review: Encouraging mobile outlook by New Street Research
- Liberty LA (Buy, TP: $14, +66%) CFO call notes, inc. focus on Chile by New Street Research
- Nigerian Telcos Our thoughts on the recent macro developments in Nigeria by New Street Research
- Chinese Telcos Q1 23 review: Growth sustained by better mobile and continued strength in Enterprise by New Street Research
- Brazil PayCos (PAGS/STNE) - Tougher TPV backdrop, taking a breather: PAGS to Neutral from Buy by New Street Research
- EU Telecoms Review What we are thinking about as we go into H2 by New Street Research
- Introducing our AMZN Operating Leverage Series Part 1: Breaking Down Third Party Seller Services Amazon (Buy, TP: $150, +18%) by New Street Research
- BT Group (Buy, 200p, +56%) Was 190p Lower pension deficit an additional support by New Street Research
- WISE (Neutral, TP: £6.85, +3%) WISE - Taking profits: Cut to Neutral by New Street Research
- Reliance Industries Ltd New low-priced plan announced; forcing a 2-player outcome? Our thoughts. by New Street Research
- South Korean Telcos Government announced to improve competitive structure and lower mobile fees. Our thoughts. by New Street Research
- LatAm Telecoms High Yield - Starting Coverage by New Street Research
- TalkTalk FY23: Commercial pullback and a pivot to disposals by New Street Research
- Proximus (Neutral, TP: €10, +35%) Route Mobile acquisition - a good deal, but not enough to shift sentiment by New Street Research
- WISE (Neutral, TP: £6.85, +1%) WISE - Q1 trading update: No big surprises (though strong adds and NII a touch ahead) by New Street Research
- EU Towers Are private tower valuations cooling? Downgrade Inwit to Neutral by New Street Research
- NOS Q2 23: Strong performance continues, good yield - calm before the storm? Quick Take by New Street Research
- Telenor (Buy, TP: NOK145, +36%) Q2 23: Strong underlying EBITDA growth again, and good beat vs consensus by New Street Research
- TIM (Buy, TP: BRL21, +50%) TIM Brasil - Q2 Outlook: Strong EBITDA AL beat anticipated; CEO/CFO roadshow by New Street Research
- Reliance Industries Ltd (Buy) – Q1 24 Quick Take: Jio and Retail offset losses in O2C again; INR9/share dividend announced by New Street Research