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refin_us_10000 / Equity
- New Street: South African Telecoms CY22 1H review – Resilient growth; margin pressures by New Street Research
- New Street: Vodafone (Buy, 185p, +78%) Merger with Hutchison UK now looks likely. Our take on the news. by New Street Research
- New Street: IHS Towers (Buy, TP: US$20, +240%) Feedback from small group call by New Street Research
- New Street: EU Towers Update: Hard to hide from rising real rates Cellnex (Neutral, €28, -13%): From €40 Inwit (Neutral, €10.3, +13%): From Buy, €12.9 Vantage Towers (Neutral, €27, -1%) From €33 by New Street Research
- New Street: STNE US (Neutral, TP: $12, +2%) StoneCo - Investor Call Meeting Notes w/ VP Finance, Rafael Martins by New Street Research
- New Street: China Tower (Buy, TP: HK$1.7, +95%) Two Wings Take Off, PT upgrade to HK$ 1.7 by New Street Research
- New Street: EM Telcos Growth stays strong in Q2, despite fears over inflation by New Street Research
- New Street: Vodafone (Buy, 180p, +82%) Was 185p Reviewing estimates - looking ahead to H1 results by New Street Research
- New Street: Vodafone (Buy, 185p, +85%) Was 180p German fibre JV announced – mildly accretive to value. Our take. by New Street Research
- New Street: EU Telecoms Inflationary cost update: electricity costs are down, prices are rising by New Street Research
- New Street: AMX US (Neutral, TP: $21, +28%) AMX Q3s Quick Take: Strong Brazil/Mexican wireless, small EBITDA miss; expect Buy-back recovery in Q4 by New Street Research
- New Street: China Tower (Buy, TP: HK$1.7, +107%) Q3 22 Quick Take: Strong net profit growth despite EBITDA pressure by New Street Research
- New Street: LASITE (Neutral, TP: MXN6.6, +18%) Towers - Sitios Latinoamerica Q3 Earnings Call feedback by New Street Research
- New Street: EM Telcos Alongside better growth, ROIC is trending higher by New Street Research
- New Street: Asian and EM Telcos A snapshot of Data Center achievements, future developments and valuation by New Street Research
- New Street: NOS (Neutral, TP: €4.2, +15%) Q3 22: B2C revenue and Telecoms EBITDA growth acceleration - Quick Take by New Street Research
- New Street: VIVT3 BZ (Neutral, TP: BRL54, +30%) Vivo Q3s Quick Take - Net income beat to drive short-term dividend relief by New Street Research
- New Street: Telenor (Buy, TP: NOK165, +73%) Q3 22: Good underlying growth, look through the reported numbers by New Street Research
- New Street: Airtel Africa (Buy, TP: 305p, +155%) Q2 23: Solid underlying trends but net income impacted by FX/derivatives by New Street Research
- New Street: EU Telecoms: Why are energy costs leading to guidance cuts when spot prices are falling? by New Street Research
- New Street: Proximus (Neutral, TP: €20, +105%) Q3 22: Good revenue growth offsets higher costs - Quick Take by New Street Research
- New Street: TV US (Buy, TP: $13.5, +167%), MEGACPO (Neutral, TP: MXN60, +41%) Mexican cable Q3s - Slowdown in revenue, but better RGUs (TV/MEGA) by New Street Research
- New Street: MELI US (Buy, TP: $1,200, +36%) Outlook into Q3s: The "Amazon factor", Deflation, Credit book, FX by New Street Research
- New Street: ZOZO (Buy, TP: ¥5,000, +61%) Q2 22: Another solid quarter – Our take incl. call feedback by New Street Research
- New Street: Airtel Africa (Buy, TP: 305p, +155%) Q2 23 - Thoughts after the call by New Street Research
- New Street: Liberty Global (Buy, $33, +100%) Q3 lookahead: Extra buyback could be the surprise by New Street Research
- New Street: Portugal mobile consolidation - Our take Vodafone, Buy, £1.85, +83% NOS, Neutral, €4.2, +25% Altice International, not rated, HY issuer by New Street Research
- New Street: Indian Mobile Bharti Airtel: Leading the EM Telco bull market; New all-time high; price target to INR 1,400 by New Street Research
- New Street: LILA (Buy, TP: $15, +115%) Liberty LA - Deal authorisation in Chile by New Street Research
- New Street: Telenor (Buy, TP: NOK165, +55%) Fibre stake sale , +NOK11.7/share of value creation, +12% by New Street Research
- New Street: LASITE (Neutral, TP: MXN6.6, +0%) SITES1 (Neutral, TP: MXN17, -1%) Sitios Latinoamerica - Initiation of Coverage: Neutral, TP: MXN6.6 by New Street Research
- New Street: EM Telcos Q2 Enterprise review; secular growth continues by New Street Research
- New Street: Could we see a sector revenue beat in 2023? Evidence of improving front-book pricing trends by New Street Research
- New Street: PAGS US (Buy, TP: $20, +40%) PagSeguro – thoughts into Q3 by New Street Research
- New Street: Elisa (Neutral, TP: €55, +19%) Q3 22: Better operational gearing, but with lower revenue growth - Quick Take by New Street Research
- New Street: AMX US (Neutral, TP: $21, +25%) AMX - Feedback following Q3 Earnings Call by New Street Research
- New Street: LASITE (Neutral, TP: MXN6.6, +17%) Sitios Q3 22 - co-location confirmed, EBITDAaL swings back by New Street Research
- New Street: Telia (Neutral, TP: SEK40, +25%) Q3 22: Energy cost drag leads to guidance cut by New Street Research
- New Street: Reliance Industries Ltd (Buy, TP: INR3,270, +32%) Q2 23 Quick Take: Strong numbers from Jio and from retail, slowdown in O2C and Oil and Gas by New Street Research
- New Street: LILA (Buy, TP: $15, +100%) ENTEL CI (Buy, CLP4,300, +30%) Chilean Consolidation - Moving (slowly) to Market Repair by New Street Research
- New Street: Orange (Buy, TP: €14.0 +47%) Q3 22: Solid numbers, 22 and 23 FCF on track - Quick Take inc call feedback by New Street Research
- New Street: KPN (Buy TP: €4.0, +46%) Q3 22: Good operational performance offset by guidance uncertainty - Quick Take by New Street Research
- New Street: Telenet (Buy, €26, +83%) Q3 2022: Operationally on track, but pending further NetCo news by New Street Research
- New Street: Swisscom (Neutral, TP: CHF595, +32%) Q3 22: Good results, positive trends, new fibre tech - Quick Take by New Street Research
- New Street: Inwit (Neutral, €10.3, +17%) 3Q22: First results as an independent towerco by New Street Research
- New Street: Deutsche Telekom (Buy, €30, +58%) Post TMUS last night, revisiting why we continue to like DT by New Street Research
- New Street: BT (Buy, 245p, +93%) New FTTP pricing a potential challenge to our thesis by New Street Research
- New Street: Tele2 (Neutral, TP: SEK140, +55%) Q3 22: Mixed set of results, FY guidance reiterated - Quick Take by New Street Research
- New Street: TIGO (Buy, TP: $22, +100%) Millicom (Buy) Q3's: Weak numbers, cutting mid-term EFCF below guide; TP cut to $22 from $28 by New Street Research
- New Street: TV US (Buy, TP: $13.5, +160%), MEGACPO (Neutral, TP: MXN60, +44%) Mexican Cable/Media – takeaways from Earnings calls (TV/MEGA) by New Street Research