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refin_us_10000 / Equity
- New Street: VIVT3 (Buy, TP: BRL55, +50%) TIMP3 (Neutral, BRL17, +38%) Brazil Telecoms 2023 - Switching Preference to Vivo / Telefonica Brasil (Upgrade to Buy) from TIM (cut to Neutral) by New Street Research
- New Street: MELI US (Buy, TP: $1,300, +45%) MercadoLibre - Investor Meeting notes, w/SVP Strategy, Andre Chaves and IR Director, Richard Cathcart by New Street Research
- New Street: Telenor (Buy, TP: NOK160, +62%) Lower energy costs will support EBITDA; new Ice sub targets are not aggressive by New Street Research
- Netflix (NFLX, Neutral, TP: $309, -6%) 4Q22 Preview: And Now a Word from our Sponsor by New Street Research
- Top 10 Questions About Our Initiation So Far by New Street Research
- Japanese Telcos Japan to start auctioning spectrum – Thoughts and implications by New Street Research
- Digital Ad Exec Takeaways: Part II by New Street Research
- LBTY (Buy, TP: $32, +45%) TIGO (Buy, TP: $22, +25%) Could Liberty Global counter bid for Millicom? by New Street Research
- Orange (Buy, TP: €14.5, +51%) CMD preview: What we think they will say, and what we would like them to say by New Street Research
- Liberty Global (Buy, $32, +52%) Looking ahead to Q4 and 2023 guidance by New Street Research
- PAGS US (Buy, TP: $17, +88%) PagSeguro - CFO Investor Call, Thoughts out of Q4 / into 2023 by New Street Research
- Reliance Industries Ltd (Buy, TP: INR3,270, +34%) Q3 23 Quick Take: Solid numbers from Jio, but slower trends across the board by New Street Research
- Elisa (Neutral, TP: €57, +10%) Q4 22: Lower growth, but in-line results - Quick Take by New Street Research
- MTN (Buy, TP: ZAR250, +92%) $770m Ghana tax assessment – thoughts and implications by New Street Research
- United Internet (Buy; €40; +90%) IONOS IPO: Selling high to buy low? by New Street Research
- Tele2 (Neutral, TP: SEK133, +41%) Q4 22: Solid SR and EBITDA, but weak 2023 EBITDA guidance - Quick Take inc call feedback by New Street Research
- Chinese Telcos Showing the path for the rest of EM by New Street Research
- 1&1 (Buy, €31, +150%) From €37 The most misunderstood telco in Europe? United Internet (Buy, €38, +73%) From €42 O2D (Reduce, €2.0, -23%) From €1.8 by New Street Research
- Cellnex (Neutral, €30, -10%) What’s it worth? A new approach by New Street Research
- Vodafone (Buy, 175p, +88%) Guidance reiteration is a step in the right direction by New Street Research
- MTN (Buy, TP: ZAR 250, +67%) MTN Nigeria – Q4 22: Strong end to the year; mid-term guidance remains by New Street Research
- Snap Inc. (Buy, TP: $12) Quick thoughts following the call by New Street Research
- Vodafone (Buy, 175p, +88%) Thoughts post-earnings call by New Street Research
- Telenor (Buy, TP: NOK160, +54%) Q4 22: Good EBITDA beat, guidance ahead of consensus - Quick Take by New Street Research
- KDDI (Buy, TP: ¥6,000, +49%) Q3 22 Quick take: ARPU recovering, profit weak as expected on Energy by New Street Research
- New Street: Rakuten (Reduce, TP: ¥520, -16%) Platinum Band is not the saviour by New Street Research
- New Street: Most definitive evidence of price increases by New Street Research
- New Street: Vodafone (Buy, 175p, +99%) Falling energy prices a further upside for consensus by New Street Research
- ASEAN Telcos Outlook 2023; Duopoly in Thailand & Malaysia by New Street Research
- MEGA (Buy, TP: MXN75, +30%) AMX (Neutral, TP: USD22, +9%) TV (Buy, TP: USD8.5, 48%) Mexican Telecoms 2023 - Cable deal / Wireless Outlook - Upgrade MEGA to Buy, keep AMX on Neutral by New Street Research
- O2D (Reduce, €2.0, -23%) New price rises announced for 2023 by New Street Research
- Bharti Airtel (Buy, TP: INR1,400, +80%) Bharti lifts entry plan price by 57% in 7 more regions by New Street Research
- Rakuten (Reduce, TP: ¥520, -17%) What if 1&1 cancels the MNO project? Implications for Rakuten. by New Street Research
- KPN (Buy, TP: €4.0, +32%) Q4 22: Slightly weaker 2023 EBITDAal guidance but bigger buyback - Quick Take by New Street Research
- Proximus (Neutral, TP: €9.6, -1%) High fibre diet, but blocking the system - time to be underweight again? by New Street Research
- Japanese Telcos Mobile ARPU: Set for a V shaped recovery by New Street Research
- Proximus (Neutral, TP: €14.0, +50%) CMD: Long-dated equity story, but 13% cash yield for 2023 and 2024 by New Street Research
- Netflix (Neutral, TP: $320, -7%) 4Q22 Takeaways: Strong Content Slate, Strong Results, Raising Target by New Street Research
- Telia (Neutral, TP: SEK39, +40%) Q4 22: Small dividend cut, mixed guidance - Quick Take inc Call Feedback by New Street Research
- TIGO US (Buy, TP: $22, +25%) Millicom - rumoured bid interest from Apollo / Claure: Our Take by New Street Research
- Netflix (Neutral, TP: $309, -2%) NFLX 4Q22 Quick Take: Net Adds Beat, Management Structure Evolves by New Street Research
- ADYEN (Buy, TP: EUR1,800 (from EUR1,850), +33%) Ayden - H2 / 2023 outlook: Macro uncertainties, but a helping hand from NII? by New Street Research
- Meta Platforms (META, Buy, TP: $145) META 4Q22 Preview: Great Expectations by New Street Research
- Vantage Towers (Neutral, €32, -3%) Guidance upgrade, but all eyes on tender result by New Street Research
- African Telcos and Towers What if the Naira devalues to 600? by New Street Research
- The Match Group (Buy, TP: $54) 1Q23 guidance misses, Tinder still making the turn, Hinge ahead of plan by New Street Research
- Snap, Inc. (Buy, TP: $12) SNAP 4Q22 Flash: 1Q23 Outlook Misses, But Suggests Revenue is Troughing in the Quarter by New Street Research
- The Match Group (Buy, TP: $54) Quick Thoughts Following the Call by New Street Research
- Meta Platforms, Inc. (Buy, TP: $145) Quick thoughts following the call by New Street Research
- Z Holdings (Buy, TP: ¥940, +250%) Q3 22: Weak advertising and GMV, guidance cut by New Street Research