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- New Street: Masmovil Q3 22: Feedback from call, including update on Spanish pricing following Telefonica price moves by New Street Research
- New Street: PAGS US (Neutral, TP: $20, +67%) PagSeguro Q3s Quick Take - Weak Q4 guide, Thoughts after earnings call by New Street Research
- New Street: Tower Bersama (Buy, IDR3,900, +65%) Q3 2022 Quick Take: Slower quarter as expected by New Street Research
- New Street: Japanese Telcos Faster revenue but slower profits, stay constructive – Q2FY22 review by New Street Research
- New Street: IHS Towers (Buy, TP: $20, +180%) Integrating Project Green in our model and comparisons with other EM Towers by New Street Research
- New Street: T-Mobile Netherlands Q3 22: Interesting comments on price increases and wages - Quick Take by New Street Research
- New Street: WLN (Buy, TP: EUR63, +40%) NEXI (Neutral, TP: EUR11.5, +37%) EUROPEAN PAYMENTS INITIATION I – M&A Supports mid-term Tailwinds: Worldline (Buy) / Nexi (Neutral) by New Street Research
- New Street: Telenor (Buy, TP: NOK155, +63%) Why Altibox is not as big a risk as the markt is assuming by New Street Research
- New Street: Indonesian Telcos Q3 22 review: Trends better, Telkom still slightly disappointing by New Street Research
- New Street: Vodafone (Buy, 160p, +74%) Was 170p Why our estimates are now ahead of consensus by New Street Research
- New Street: UK Altnets Review Deep-dive on Cityfibre prospects and next steps for the market by New Street Research
- New Street: Indian Mobile Still strong; Q2FY23 review by New Street Research
- New Street: Malaysian Telcos Q3 22 review: Slower quarter suppressed as ARPU declines; better EBITDA growth on cost discipline by New Street Research
- New Street: Nigerian Telcos Q3 22 review: Support from voice recovery; MTN outperformed on EBITDA by New Street Research
- New Street: NEXI (Neutral, TP: EUR11.5, +40%) Nexi - CFO Investor Call feedback by New Street Research
- New Street: TV (Buy, TP: $13.5, +150%) MEGA (Neutral, TP: MXN60, +20%) Mexican Cable - Deal time? Synergies and stock upside explored by New Street Research
- New Street: BT (Buy, 225p, +92%) Equinox 2: Holding price better than we expected - but will it be enough to keep Sky? by New Street Research
- New Street: Japanese Telcos & Internet What to expect in 2023: Telcos in The Golden Age by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +103%) Thoughts after the pre-close update call by New Street Research
- New Street: Sub-Saharan African Telecoms Q3 22 review: Underlying fundamentals still strong; some margin pressure by New Street Research
- New Street: EM Telcos Q3 22 Enterprise review: Onboard the Enterprise bandwagon by New Street Research
- New Street: Singtel (Buy, TP: SGD 4.4, +72%) Our thoughts - ACCC blocks Telstra-TPG network sharing deal by New Street Research
- New Street: KT Corp (Buy, TP: USD 24, +72%) INVESTOR CALL with Investor Relations – 20 December 2022 by New Street Research
- New Street: KT Corp (Buy, TP: USD 24, +77%) Current CEO poised to serve a second term; positive implications by New Street Research
- New Street: African Telcos & Towers Outlook 2023; Politics & Macro by New Street Research
- New Street: Telekom Indonesia (Buy, TP: IDR6,000, +49%) Disappointing growth; cut target by New Street Research
- New Street: Altice France Q3 22: Slower underlying growth by New Street Research
- New Street: NU US (Buy, TP: $7.2, +71%) NU - Investor Call feedback / Updated estimates (TP $8.3 to $7.2) by New Street Research
- New Street: Vodafone (Buy, 170p, +84%) CFO meeting feedback by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +84%) Ghana directive on unregistered SIMs by New Street Research
- New Street: ADYEN (Buy, TP: EUR1,850, +29%) EUROPEAN PAYMENTS INITIATION II – Adyen (Buy) – Platforms for Profitable Growth by New Street Research
- New Street: Protelindo (Buy, TP: IDR 1,900, +65%) Q3 22: Improved top line sequentially; bottom line impacted by higher tax and financing cost by New Street Research
- New Street: EM Telcos - Q3 2022: the 6th quarter of double digit revenue growth by New Street Research
- New Street: Japanese Telcos March 24 Guidance; NTT & SB best placed by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +88%) Further details about the Ghana subscriber registration directive by New Street Research
- New Street: Vodafone (Buy, 160p, +75%) CEO leaving - what change could this bring? by New Street Research
- New Street: Vodafone-Etisalat: Move to 11% and a bid for Vodacom? Our take. by New Street Research
- New Street: EM Towers Q3 CY2022 review: A decent quarter for the EM space, a strong performance in Africa by New Street Research
- New Street: Belgium Company meeting notes The mobile-only new entrant maths can work with 10% share - but can Digi get to 10%? by New Street Research
- New Street: Japanese e-Commerce A decent quarter; CY 3Q22 review by New Street Research
- New Street: China Tower (Buy, TP: HK$1.7, +82%) Our thoughts on the 2022 Service Framework by New Street Research
- New Street: ESG: 52% of the European Telecoms sector is now CDP A-rated by New Street Research
- New Street: EM Telcos Declining spectrum costs have been one support of the ROIC inflection by New Street Research
- New Street: CelcomDigi (Buy, TP: MYR 6, +62%) Our Thoughts on the Investor Briefing by New Street Research
- New Street: EU Telecoms Sector: 2023 Outlook Price rises should reinforce confidence in expectations by New Street Research
- New Street: Chinese Telcos & Towers Outlook 2023: Expect another good year for the telcos by New Street Research
- New Street: BT (Buy, 180p, +59%) Why did we take it off our Top Pick list? by New Street Research
- New Street: Indian Mobile What to expect in 2023: Enterprise drives growth by New Street Research
- New Street: ADYEN (Buy, TP: EUR1,850) Adyen - Meeting notes from Investor Call by New Street Research
- New Street: Korean Telcos Outlook 2023; Expect another good year by New Street Research