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refin_us_10000 / Equity
- BT (Buy, 180p, +42%) Q3 results: Playing a game of Whack-A-Mole by New Street Research
- Meta Platforms, Inc. (Buy, TP: $145) META 4Q22 Flash: Most important metrics all beat expectations by New Street Research
- Airtel Africa (Buy, TP: 305p, +175%) Q3 23: Solid results in Nigeria but slower quarter in East Africa and Francophone by New Street Research
- Amazon.com (TP: $130, +15%) AWS disappoints, but underlying margin progress is a key positive by New Street Research
- Alphabet (Buy, TP: $118, +10%) A little light on all metrics, but no surprises on big themes by New Street Research
- Be Greedier: Re-racking our Pecking Order by New Street Research
- AMX (Neutral, TP: $22, +10%) European Towers: AMX set to list 12,000 sites; Future M&A target? by New Street Research
- EU Towers Review Sector update yielding Inwit upgrade to Buy by New Street Research
- ADYEN (Buy, TP: EUR1,600, +25%) Adyen - FY22 Model update; EBITDA margins pushed out, NII a significant offset at Net income by New Street Research
- NTT (Buy, TP: ¥5,250, +36%) Q3 FY22 Quick take: Encouraging Mobile ARPU trend, revenue beat, profitability improving by New Street Research
- Orange Belgium (Neutral, TP: €19, +13%) H2 22: Good results, 2023 guidance ahead of consensus by New Street Research
- Alphabet (Buy, TP: $130, +37%) Lots of Bark, Lots of Bite? Generative AI and its impact on Google Search by New Street Research
- Takeaways from our latest Ad Exec Speaker series NFLX & DIS, TTD + CRTO?, TikTok vs META/YouTube/SNAP by New Street Research
- Rakuten (Reduce, TP: ¥520, -27%) Q4 22 Quick take: Mobile poor, breakeven pushed out, capex guide increased by New Street Research
- TELECOM ITALIA: Q4 22 - Financially starting to turn the corner by New Street Research
- TIM Brasil - 22-25 Strategic Plan / Guidance by New Street Research
- The Trade Desk (Neutral, TP: $43) Quick thoughts following the TTD call by New Street Research
- Vodacom (Neutral, TP: ZAR150, +20%) Vodafone “exploring its options” – Our take. by New Street Research
- Singtel (Buy, TP: SGD 4.4, +78%) Q3 FY23: Strong net profit beat supported by Associates; cost pressure expected to ease further by New Street Research
- Sitios Latinoamérica (Neutral) – Mixed Q4s, trends a little hard to fathom still by New Street Research
- The Trade Desk (Neutral, TP: $58, -8%) TTD model update by New Street Research
- Proximus (Neutral, TP: €9.6, +5%) Q4 22: Solid results, but material risks remain - Quick Take by New Street Research
- WLN (Buy, TP: EUR61, +50%) Worldline Q4s: Solid trends, Guidance implies upside to top-line; Feedback from earnings call by New Street Research
- Telefonica Deutschland (Reduce, €2.0, -28%) Q4 22: Solid results supported by pricing and partner business by New Street Research
- LIBERTY GLOBAL (BUY): Q4 22 - Strong FCF guide supported by VMO2 by New Street Research
- KDDI (Buy, TP: ¥6,000, +49%) Thoughts after the call: Remain constructive on ARPU inflection, profitability concern likely to ease from FY24 by New Street Research
- Telecom Italia (Neutral) KKR to buy NetCo? Our take by New Street Research
- Softbank Corp (Buy, TP: ¥1,975, +33%) Q3 22 Quick take: ARPU still under pressure, but likely due to strong net adds by New Street Research
- Altice International: What is Teads worth? We now think that Teads is worth c€2.6bn by New Street Research
- Vodafone IDEA (Reduce, TP: INR 8, -5%) Our Take: Government equity conversion by New Street Research
- Mercari (Buy, TP: ¥6,000, +103%) Q2 23: Mixed results by New Street Research
- ADYEN (Buy, TP: EUR1,800, +20%) Adyen H2s - Quick Take: EBITDA miss on ramp in hiring; Take rate dips by New Street Research
- SK Telecom (Buy, TP: KRW 112,000, +139%) Q4 22 Quick Take: Disappointing figures, guidance in line, buyback flagged by New Street Research
- KT Corp (Buy, TP: USD 24/ADR, +79%) Follow up on Q4 22’s one-offs by New Street Research
- Swisscom (Neutral, TP: CHF610, +12%) Q4 22: Very good results and guidance - Quick Take by New Street Research
- TIMP3 (Neutral, TP: BRL17, +57%) Q4 22: Trends slowing; large step up in Post-paid subs losses by New Street Research
- TIGO (Buy, TP: $22, +17%) Slower growth but FCF comes through in Q4; no update on Apollo/Claure bid by New Street Research
- LIBERTY GLOBAL: Stake in Vodafone announced - our take by New Street Research
- Snap, Inc. (Buy, TP: $14, +28%) Investor Day Preview: Time for the Market to Stop Ghosting Snap by New Street Research
- Nu Holdings (Buy) Q4 22 Quick Take - Profitability beat on falling Funding costs; Upbeat outlook by New Street Research
- The Trade Desk (Neutral, TP: $43, -14%) TTD 4Q22 earnings quick take by New Street Research
- AMX (Neutral, TP: $22, +10%) AMX Q4s - After the earnings Call: Capex, buy-back in focus by New Street Research
- Telenet (Neutral, €15, +0%) Limited new entrant risk expected for 2023, but still waiting for NetCo deal by New Street Research
- Vivo (Buy, TP: BRL55, +38%) Telefonica Brasil / Vivo Q4s - Dividend resolution in sight by New Street Research
- SNAP (BUY, TP: $14, +28%) Investor Day Recap by New Street Research
- Takeaways from the Re-Work AI Summit West by New Street Research
- Orange (Buy, TP: €13.6, +36%) CMD & Q4 22: Good numbers, credible FCF and DPS growth targets by New Street Research
- ADYEN (Buy, TP: EUR1,600, +10%) Adyen - Investor Call: Hiring / NII / Management changes by New Street Research
- MTN & Airtel Africa Analysis of growth and returns suggests it’s time to go all in by New Street Research
- Liberty LA (Buy) Quick Take - Solid EBITDA guide, FCF outlook highlights minority leakage by New Street Research