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refin_us_10000 / Equity
- New Street: MTN (Buy, TP: ZAR 250, +90%) MTN Nigeria - Q3 22: Improved quarter on voice recovery by New Street Research
- New Street: Mitratel (Buy, TP: IDR 1,135, +58%) Q3 22 Quick Take: Better margins but net profit missed on higher depreciation costs by New Street Research
- New Street: Bharti Airtel (Buy, TP: INR1,400, +68%) Thoughts after the call: 5G, rural push, B2B, Broadband by New Street Research
- New Street: KDDI (Buy, TP: ¥ 6,000, +35%) Q2 22 Quick take: Weak profits on network outage and electricity costs, but growth continues to improve by New Street Research
- New Street: Liberty Global (Buy, $33, +83%) Quick thoughts post-earnings call by New Street Research
- New Street: BT (Buy, 225p, +90%) Time for private buyers to start looking again? by New Street Research
- New Street: MELI US (Buy, TP: $1200, +38%) Q3s Quick Take – E-Commerce strength, Credit slowing in the near-term by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +89%) Q3 22: Decent group trends; slower SA trends offset by solid results from the other large assets by New Street Research
- New Street: TIGO (Buy, TP: $22, +85%) Millicom - Xavier Niel builds a 7% stake by New Street Research
- New Street: TIMS3 (Buy, TP: BRL19, +40%) TIM Brasil Q3 22 – Quick Take: EBITDA beat, market robust, shareholder returns on track by New Street Research
- New Street: INTR US (Neutral, TP: $4.3, +57%) Inter Q3 22 Quick Take - Slowing loans, higher yields; Rising funding costs in contrast to NU by New Street Research
- New Street: Telecom Italia (Upgrade to Neutral from Reduce): Signs of both fundamental and M&A improvements by New Street Research
- New Street: SK Telecom (Buy, TP: KRW 112,000, +120%) Q3 22 Quick Take: In-line quarter, decent mobile performance by New Street Research
- New Street: Singtel (Buy, TP: SGD 4.4, +67%) Q2 FY23: Key Takeaways from Earnings Call by New Street Research
- New Street: Altice International Q3 22: Slower underlying Telecom EBITDA growth; German FTTH outside of restricted group - Quick Take inc call feedback by New Street Research
- New Street: Brazil Telcos: Oi (Neutral, TP: Under review) - New look, post disposals / Debt restructuring, Round II by New Street Research
- New Street: Rakuten (Reduce, TP: ¥520, -25%) Important New Disclosure Strongly Validates the Bear Thesis by New Street Research
- New Street: Vodacom (Neutral, TP: ZAR150, +23%) Q2 23: Decent top line, weak headline EBITDA but improvements expected in H2 by New Street Research
- New Street: Vodafone (Buy, £1.75, +79%) H1 23: Disappointing headline numbers, but some green shoots appearing by New Street Research
- New Street: NU US (Buy, TP: $8.3, +90%) Nu Holdings Q3 22 – Quick Take: Financials beat, NPLs and loan book reflect uncertain macro by New Street Research
- New Street: Vodafone (Buy, 175p, +77%) Thoughts post-call by New Street Research
- New Street: IHS Towers (Buy, TP: $20, +176%) Q3 22: Strong trend inflection, guidance lifted by New Street Research
- New Street: Vodafone Ziggo CFO meeting feedback by New Street Research
- New Street: KT Corp (Buy, TP: USD 24, +74%) Snapshot of growth drivers: Media, Content, Financial Services and Enterprise by New Street Research
- New Street: StoneCo Q3s - Quick Take / Earnings call feedback: Lower funding cost drives profitability beat by New Street Research
- New Street: Mercari (Buy, TP: ¥6,000, +142%) Q1 23: A better quarter by New Street Research
- New Street: MTN (Buy, TP: ZAR 250, +88%) Quick Take - Q3 22: Solid quarter, MSR trends inflecting by New Street Research
- New Street: Liberty Global (Buy, $33, +96%) Q3 22 - The Rise of a Mobile Company by New Street Research
- New Street: Z Holdings (Buy, TP: ¥940, +137%) Q2 22: Mixed quarter, good performance from e-Commerce and Strategic but soft performance from Media by New Street Research
- New Street: Telefonica Deutschland (Reduce, €1.7, -23%) Q3 22 - German market stability prevailing by New Street Research
- New Street: Telefonica (Neutral, TP: €4.5, +32%) Q3 22: Good EBITDA beat driven by HISPAM - Quick Take by New Street Research
- New Street: Softbank Corp (Buy, TP: ¥ 1,975, +35%) Q2 22 Quick take: Weak profits on network outage and electricity costs, but growth continues to improve by New Street Research
- New Street: MELI US (Buy, TP: $1300, +36%) Model update – Credit book trimmed; higher IMAL & E-Commerce offset, FX help by New Street Research
- New Street: NTT Corp (Buy, TP: ¥5,250, +30%) Q2 FY 22 Quick Take: Strong revenues but slower profits by New Street Research
- New Street: LILA (Buy, TP: $15, +80%) Wireless pressure in Puerto Rico builds, big FCF coming (and needed) in Q4 by New Street Research
- New Street: Vodafone (Buy, 175p, +68%) A transformational deal with Vantage Towers by New Street Research
- New Street: Deutsche Telekom (Buy, €30, +52%) Q3 22: Reasonable quarter, but we had hoped for more on the dividend by New Street Research
- New Street: Singtel (Buy, TP: SGD 4.4, +67%) Q2 FY23: Encouraging trend, special dividend announced by New Street Research
- New Street: OTE (Neutral from Buy, TP: €23, +48%) Q3 22: Disappointing set of results - Quick Take by New Street Research
- New Street: Deutsche Telekom (Buy, €30, +55%) Thoughts following the call by New Street Research
- New Street: Safaricom (Neutral) 1H FY23 Quick Take: Some slowdown, upgraded Ethiopian guidance offsets downgrade in Kenyan unit by New Street Research
- New Street: Vantage Towers (Neutral, €32, -2%) H1 23: Bid support – but tenancy growth still modest by New Street Research
- New Street: Chinese Telcos Q3 22 review: High-single digit growth again, but some margin pressure by New Street Research
- New Street: DLO US (Buy, TP: $38, +68%) dLocal Q3 22 Quick Take: Strong performance in Asia/Africa; revenue hit from Argentina by New Street Research
- New Street: Liberty LA (Buy, TP: $15, +83%) Liberty Latin America (Buy): Chile out of numbers, FCF update following Q3s by New Street Research
- New Street: Iliad Q3 22: Good revenue, but weak EBITDA - inc call feedback by New Street Research
- New Street: Digi Q3 22: Feedback from the call, with insights into new entrant strategy for Portugal and Belgium, and comments on Spanish pricing by New Street Research
- New Street: LASITE (Neutral, TP: MXN6.6, +2%) SITES1 (Reduce, TP: MXN17, -44%) Towers: Feedback from Sitios (LASITE) CEO/CFO call / Cutting Opsimex (SITES1) to Reduce by New Street Research
- New Street: United Internet (Buy, €40, +100%) IONOS could unlock further value by New Street Research
- New Street: South Korean Telcos Q3 22 review: Stable topline growth again; better EBITDA trend by New Street Research