Back to the main directory
refin_us_10000 / Equity
- New Street: China Mobile (Buy, TP: HK$ 105, +109%) $12.6bn Buyback - Finally putting the cash to work by New Street Research
- New Street: German CEO/ CFO field-trip notes Market structure and pricing is rational by New Street Research
- New Street: European Telecoms Outlook still looks good for 2022 by New Street Research
- New Street: Japanese Telcos & Internet What to expect in 2022: Telcos still grinding higher by New Street Research
- New Street: Korean Telcos - All Change SKT post-spin is another EM Telco double by New Street Research
- New Street: Chinese Telcos & Towers Outlook 2022 – The year has started well and likely to get better by New Street Research
- New Street: Korean Telcos Outlook 2022; Enterprise drives further growth by New Street Research
- New Street: African Telcos &Towers Outlook 2022; Consolidation means growth is sustainable by New Street Research
- New Street: Millicom (Buy, TP: $48, +68%) Millicom: A busy quarter provides opportunity: Rights offering, CMD, new CFO by New Street Research
- New Street: BT (Buy, £2.55, +34%) Liberty Global (Buy, $44, +57%) Above-inflationary price rise confirmed by New Street Research
- New Street: Liberty Global (Buy, $44, +63%) Revisiting pricing and Lightning assumptions ahead of results by New Street Research
- New Street: Vodafone (Buy, 190p, +58%) Quick Take: Our reaction to weekend press on in-market M&A by New Street Research
- New Street: AMX (Neutral, TP: $19.5, +0%) AMX - Buy-back slowing: Might be temporary, might be an issue / Q4 outlook by New Street Research
- New Street: Indian Mobile US Hyperscaler/Bharti deal rumours surface again by New Street Research
- New Street: Elisa (Neutral, TP: €59, +13%) Q4 21: Good LFL SR trends, but EBITDA still lagging a little - Quick Take by New Street Research
- New Street: PAGS (Buy, TP: $40, +93%) STNE (Neutral, TP: $23, +58%) GET (Neutral, TP: $1.8, +48%) Getnet repricing: finally some positive news in Payments (PAGS/STNE) by New Street Research
- New Street: # INITIATION # INTER (BUY) - US Opportunity Knocks; More defensive in the near-term by New Street Research
- New Street: Altice France & Altice International Equity headroom and dividends to come by New Street Research
- New Street: Vodacom (Neutral, TP: ZAR150, +4%) Q3 22: Decent quarter by New Street Research
- New Street: Vodafone (Buy, TP: £1.90, +48%) Quick Take: Q3 results - Accelerating service revenue trends by New Street Research
- New Street: PAGS US (Buy, TP: $40, +77%) STNE US (Neutral, TP: $23, +47%) GET US (Neutral, TP: $1.8, +43%) Brazil Payments: Spreads notch down in December - but broadly stable in Q4 by New Street Research
- New Street: Z Holdings (Buy, TP: ¥940, +53%) Q3FY21 Quick take: Another strong quarter, guidance upgraded by New Street Research
- New Street: Vodafone (Buy, 190p, +45%) Reaction following the earnings call by New Street Research
- New Street: Global EM Telcos 8 EM Telcos we think are set to double in 2-3 years by New Street Research
- New Street: British Telecom (Buy, 255p, +30%) Q3 Quick Take - Strong KPIs should help to lift consensus by New Street Research
- New Street: Indian Mobile & Towers 2022 Outlook: Beyond Consumer Mobile by New Street Research
- New Street: Hellenic Telecom (OTE): Buy, TP: €21, +30% Good IRR and business protection, but flat s/holder returns for 2022 by New Street Research
- New Street: Indonesian Telcos & Towers What to expect in 2022: Growth accelerating from consolidation & Enterprise by New Street Research
- New Street: Telecom Italia (Neutral) Quick Take - Third profit warning is the strangest by New Street Research
- New Street: NU US (Neutral, TP: $9.0, -8%) MELI US (Buy, TP: $1,700, +40%) Nubank (Neutral) Initiation: Long-term winner but Macro risks and high valuation; MercadoLibre (Buy) a cheaper route into Fintech by New Street Research
- New Street: African Mobile Airtel Africa: Rapid growth, sustained; big price target upgrade by New Street Research
- New Street: TIMP3 BZ (Buy, TP: BRL22, +70%) VIVT3 BZ (Buy, TP: BRL60, +28%) OIBR3 BZ (Neutral, TP: BRL0.9, +25%) Brazilian Telcos: Deal close imminent; A lot else to be Positive on through Q4 and 2022 by New Street Research
- New Street: Mitratel (Buy, TP: IDR1,135, +43%) was IDR935 Upgrade forecasts, price target to IDR1,135 by New Street Research
- New Street: Telecom Italia (Neutral, €0.42, +2%) KKR bid still on? Where do we go from here? by New Street Research
- New Street: Airtel Africa (Buy, TP: GBp260, +79%) Joining the FTSE 100? by New Street Research
- New Street: Reliance Jio Q3 Results Quick Hit by New Street Research
- New Street: Japanese Mobile KDDI - Expecting strong guidance by New Street Research
- New Street: EU tower risk from 4-3 consolidation deals Cellnex (Reduce, €40, -2%) Inwit (Neutral, €12.3, +35%) Vantage Towers (Neutral, €35, +25%) by New Street Research
- New Street: Quick Take: Iliad strikes again in the Italian fixed market by New Street Research
- New Street: Elisa (Neutral, TP: €59, +13%) Q4 21 - Quick thoughts after the call by New Street Research
- New Street: Quick Take: Thoughts on DT/ Vodafone/ Orange tower news Cellnex (Reduce), Vantage (Neutral), DT (Buy), Vodafone (Buy) by New Street Research
- New Street: BIDI11 (Buy, TP: BRL 43, +56%) Inter – CEO commentary from today’s Live Stream with Valor by New Street Research
- New Street: Vantage Towers (Buy, TP: €35, +21%) Q3 results: Accelerating tenancy take-up by New Street Research
- New Street: Tele2 (Buy, TP: €162, +19%) Q4 21: Weak EBITDA, but outlook good, nice divi increase - Quick Take by New Street Research
- New Street: Tele2 (Buy, TP: SEK162, +19%) Q4 21: Thoughts after the call (cost-cutting, investing for growth and cash returns) by New Street Research
- New Street: Telenor (Neutral, TP: NOK175, +18%) Q4 21: Weak numbers vs consensus again by New Street Research
- New Street: Telenor (Neutral, TP: NOK175, +19%) Q4 21 – Thoughts after the call (Topics: dividend, costs, towers) by New Street Research
- New Street: LILA (Buy, TP: $17, +50%) Liberty LA - Telxius Subsea exit by KKR: Read across and FY preview by New Street Research
- New Street: Swisscom (Neutral, TP: CHF540, +1%) Q4 21: Good Q4 EBITDA, 2022 EBITDA guidance in-line - Quick Take by New Street Research
- New Street: SoftBank Corp (Buy, TP: ¥1,975, +37%) Q3 21 - Quick Take: Overall decent, pressure in mobile easing by New Street Research