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- Telecom Italia: Feedback from CEO/ CFO meetings by New Street Research
- Telefonica (Buy, TP: €4.5, +19%) Q4 22: Good EBITDA beat and guidance - Quick Take by New Street Research
- Telefonica (Buy, TP: €4.5, +17%) Q4 22: Thoughts following the call by New Street Research
- Deutsche Telekom (Buy, €30, +42%) Liberty Global (Buy, $31, +46%) Thoughts following calls by New Street Research
- MercadoLibre (Buy) Q4s - Strong Profitability beat on lower Credit provisions; Feedback from Earnings call by New Street Research
- MEGACPO (Buy, TP: MXN75, +50%) TV US (Buy, TP: USD8.5, 65%) LatAm M&A - a Telenovela in the making? by New Street Research
- Altice International Q4 22 inc call feedback: Underlying EBITDA growth slowdown by New Street Research
- Cellnex (Neutral, €33, -7%) Q4 22 - Rising tenancy growth, but not impacting financial outlook by New Street Research
- China Tower (Buy) – Q4 22: Faster growth, better dividend payout but some margin pressure by New Street Research
- Japanese e-Commerce - Decent quarter but profits expected to slow; CY 4Q22 review by New Street Research
- MTN Rwanda – 4Q22 Quick Take: Slower revenue but strong EBITDA by New Street Research
- Mitratel – Q4 22 Quick Take: Good quarter with strong margin uplift, proposed share buyback by New Street Research
- NOS (Neutral, TP: €4.4, +5%) Q4 22: Very good trends, extraordinary cash return (>10% yield) by New Street Research
- KT Corp (Buy, TP: USD 24/ADR, +106%) Final CEO candidate announced by New Street Research
- Nigerian Telcos Improving top line driven by voice recovery; stay constructive; Q4 22 review by New Street Research
- Chinese Telcos Strong fundamentals drive dividend boost by New Street Research
- StoneCo Q4 Quick Take - Solid numbers, steady improvements from here / After earnings call & Call back by New Street Research
- BT (Buy, 185p, +26%) Was 180p BT FCF numbers to rise materially. Our Quick Take. by New Street Research
- TTD’s Kokai Launch: ID Strategy Augmented by Measurement Strategy by New Street Research
- TTD: Downgrade to Sell despite higher target price by New Street Research
- STNE US (Neutral, TP: $18, +30%) Q2 Quick Take - Outperforming tough Card TPV backdrop (but don't forget PIX) by New Street Research
- Feedback from Meetings with the 3 Korean Telcos in Seoul by New Street Research
- The Trade Desk (Neutral, TP: $67) 3Q23 Model Update - Lowering TP to $67 from $69, Remain Neutral by New Street Research
- EU TELECOMS REFRESH: Can the outperformance continue? by New Street Research
- South Korean Telcos Q4 22 review: Slower top-line, better EBITDA trend, improving shareholder remuneration by New Street Research
- Deutsche Telekom (Buy, €30, +43%) Q4 22: Reassuring outlook set out for 2023 by New Street Research
- OTE (Neutral, TP: €23, +48%) Q4 22: SR trends remain tough, weak FCF guide by New Street Research
- VirginMedia-O2 How they can deliver a dividend >50% above consensus by New Street Research
- TV US (Buy, TP: $8.5, +48%) MEGACPO (Buy, TP: MXN75, +42%) Mexican cable: MEGA/TV - Tough trends, Deal optionality worth pursuing by New Street Research
- EURO PAYMENTS - Nexi acquisition in Spain; focus on less digitised markets continues by New Street Research
- MTN (Buy, TP: ZAR250, +71%) MTN Ghana – Quick Take – Q4 22: Decent Q4s, medium-term SR growth guidance upgraded by New Street Research
- Cellnex (Neutral, €33, -6%) Thoughts post-call: Why organic growth could still be capped by New Street Research
- Our key takeaways from Mobile World Congress by New Street Research
- Inwit (Buy) 4Q22: Stepping up the cash return by New Street Research
- PagSeguro (Buy) Q4s - Better costs (Pagbank/Fin expenses) offset weaker take rate by New Street Research
- NEXI Q4s - Quick Take: In-line, Unpicking FY 23 growth outlook by New Street Research
- Singtel - Another Asian DM Telco joins the Golden Age? Buy, price target S$ 4.4 by New Street Research
- Vodafone-Three UK deal finally about to happen? Our quick take. by New Street Research
- MTN (Buy, TP: ZAR250, +91%) Q4 22: Solid top line, decent margins but SA trends likely to remain challenging by New Street Research
- Altice France Q4 22: Slower underlying trends, problems in fixed and mobile by New Street Research
- WISE LN (Neutral, TP: GBP6.00, +11%) # European Payments Initiation # Wise (Neutral, TP: GBP6.00) - Breaking down Borders by New Street Research
- 1Q23 Digital Ad Recap: Houston, We've Found a Bottom by New Street Research
- Google and Bing Search Takeaways from SMX Advanced by New Street Research
- The Trade Desk (Sell, TP: $69) Initial thoughts following the TTD calls by New Street Research
- PAGS US (Neutral, TP: $14, +55%) Pagbank / PagSeguro Q2 Quick Take: Revenue concerns set to linger into Q3 by New Street Research
- EUROPEAN PAYMENTS: Pivot to Cash return would reveal Value (WLN/NEXI) by New Street Research
- United Internet New guidance: Increasing visibility of network build financials by New Street Research