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refin_us_10000 / Equity
- New Street: Mercari (Buy, TP: ¥9,000, +115%) Q2FY22: Mixed by New Street Research
- New Street: NTT Corp (Buy, TP: ¥4,250, +27%) Q3FY21 Quick Take: Decent figures and guidance & dividend raised by New Street Research
- New Street: Orange-Masmovil in merger talks in Spain - our take Orange (Buy, TP: €15.5, +50%) by New Street Research
- New Street: SKT (Buy, TP: KRW112,000, +99%) Q4 21 Quick Take: Good top line and guidance also positive by New Street Research
- New Street: Digi (Buy, TP: MYR6.0, +50%) Feedback from small group call by New Street Research
- New Street: Telenet (Buy, €42, +26%) Q4 21 results: Higher capex outlook, but maintained cash return by New Street Research
- New Street: Vodafone (Buy, 190p, +37%) Quick Take: Iliad terms for Vodafone Italy now known. Our reaction by New Street Research
- New Street: Thai Telcos Recovery in tourism would be quite positive by New Street Research
- New Street: Rakuten (Reduce, TP: ¥780, -21%) Key thoughts after the call by New Street Research
- New Street: TIGO (Buy, TP: $48, +76%) Millicom Investor Day: Unraveling the EFCF guide - Quick Take by New Street Research
- New Street: Global Emerging Market Telcos EM Data Centres: Data explosion/localization/exposure at cents on the dollar by New Street Research
- New Street: Chinese Telcos Data Centres: A valuation anomaly that is rare in public markets by New Street Research
- New Street: SingTel (Buy, TP: S$4.5, +75%) was S$4.4 Cheap exposure to rapid ASEAN DC by New Street Research
- New Street: Liberty Global (Buy, $44, +52%) Q4 21: Strong VMO2 performance, but cashflow guide is complicated by New Street Research
- New Street: Liberty Global (Buy, $44, +52%) Digging in on the VMO2 Q4 results by New Street Research
- New Street: Proximus (Neutral, TP: €19.5, +9%) Q4 21: Mixed numbers, solid guidance - Quick Take by New Street Research
- New Street: Orange (Buy, TP: €15.5, +40%) Feedback from roadshow with CFO - Spanish M&A, Towers M&A, guidance, regulatory approval of deals by New Street Research
- New Street: Indonesian Telcos Acceleration in wireless bodes well for PT Telkom by New Street Research
- New Street: NU US (Neutral, TP: $9, +2%) Nubank Q4s - Quick Take: Revenue beat, gross margin miss, NPLs tick up by New Street Research
- New Street: Telefonica Deutschland (Reduce, €1.8, -29%) Q4 21 Quick Take: Rational market, but had hoped for stronger EBITDA guide by New Street Research
- New Street: LILA US (Buy, TP: $17, +55%) Liberty LA Q4s Quick Take - Buy-back program lifted, nothing yet on Subsea, Panama gain boosts numbers by New Street Research
- New Street: Deutsche Telekom (Buy, €25, +52%) Q4 21: Supportive guidance should draw attention to valuation anomaly by New Street Research
- New Street: Liberty Global (Buy, $40, +54%) From $44 The new numbers are out: cashflow down, but buybacks up by New Street Research
- New Street: Deutsche Telekom (Buy, €25, +60%) Feedback post-call: Today's underperformance seems like a real opportunity by New Street Research
- New Street: Hellenic Telecom (OTE) (Buy, TP: €22.5, +25%) Q4 21: Good results, guidance, and returns - Quick Take inc call feedback by New Street Research
- New Street: Airtel Africa (Buy, TP: 260p, +66%) Q3 22: Strong again by New Street Research
- New Street: Vodafone (Buy, 190p, +41%) Quick Take: Iliad to buy Vodafone Italy? Our reaction by New Street Research
- New Street: Airtel Africa (Buy, TP: GBp260, +90%) Placing creates a great buying opportunity by New Street Research
- New Street: AMX (Neutral, TP: $19.5, +2%) AMX Q4S - Solid; Leverage below target, though buybacks slowed in Jan/Feb by New Street Research
- New Street: TV US (Buy, TP: $14.5, +37%) MEGACPO (Reduce, TP: MXN60, -8%) Streaming Opportunities and Cable Wars Upgrade Televisa to Buy, downgrade Megacable to Reduce by New Street Research
- New Street: TIMP3 BZ (Buy, TP: BRL22, +57%) VIVT3 BZ (Buy, TP: BRL60, +20%) OIBR3 BZ (Buy, TP: BRL0.9, -10%) Brazilian Wireless Consolidation CADE approves, Anatel considers; BRL25 billion of synergies to shoot for by New Street Research
- New Street: Orange Belgium (Neutral, TP: €27, +40%) Q4 21: Very good numbers, and strong guidance - Quick Take by New Street Research
- New Street: Inwit (Buy, €12.5, +42%) A beneficiary of 4-to-3? by New Street Research
- New Street: TIGO (Buy, TP: $48, +75%) Millicom Q4s: Buy back looks set to ramp, Context coming on Monday by New Street Research
- New Street: SingTel (Buy, TP: S$4.4, +72%) Q3 22: Strong, EBITDA growth improving by New Street Research
- New Street: Orange Belgium (Neutral, TP: €27, +40%) CFO Call - VOO, fibre upgrade/expansion, mobile new entrant by New Street Research
- New Street: Korean Telcos Data Centres: 5G/localization drives DC growth with exposure at 10 cents on the dollar? by New Street Research
- New Street: Orange (Buy, TP: €15.5, +41%) Q4 21: Good results and guide - Quick Take inc thoughts on the call by New Street Research
- New Street: MTN FY 21 Pre-release Quick Take – 2021 EPS looks strong by New Street Research
- New Street: Liberty Global (Buy, $44, +63%) Quick thoughts following the earnings call by New Street Research
- New Street: SITESB1 (Buy, Target price: Under Review) Telesites (Buy) - solid Q4s, supported by acquisition by New Street Research
- New Street: BIDI11 (Buy, TP: BRL43, +63%) Inter Q4s - Solid, against a tough backdrop - Quick Take by New Street Research
- New Street: BIDI11 (Buy, TP: BRL43, +63%) Inter - NPL clarification from the earnings call / other take-aways from call by New Street Research
- New Street: MELI US (Buy, TP: $1,700, +90%) MercadoLibre Q4s Quick Take: What Credit Crisis? by New Street Research
- New Street: Orange (Buy, TP: €15.5, +40%) TOTEM and TDF – a possible first M&A step by New Street Research
- New Street: Japanese Mobile Rakuten - Incorporating Symphony by New Street Research
- New Street: BIDI11 (Buy, TP: BRL43, +80%) Inter - Notes from Investor Call with Helena Caldeira, CFO by New Street Research
- New Street: Telefonica (Buy, TP: €5.3, +23%) Q4 21: Good numbers and guidance, thoughts from call included - Quick Take by New Street Research
- New Street: Indus Towers (Buy, TP: INR265, +29%) Nearly pricing in VIL failure, back to Buy by New Street Research
- New Street: TIM Brasil (Buy, TP: BRL22, +63%) TIM Brasil Q4s - 5G driving up Capex; FCF profile still attractive by New Street Research