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- New Street: Inwit (Buy, €12.5, +40%) 4Q21: Mid-term guidance de-risked and re-confirmed by New Street Research
- New Street: Altice France Q4 21: Weak numbers offset by (very) bullish guidance, positive read across for Orange – Quick Take by New Street Research
- New Street: Cellnex (Neutral, €39, -2%) Was €40 Reshuffling the pack - Reviewing the latest outlook by New Street Research
- New Street: KDDI (Buy, TP: ¥5,250, +40%) Feedback from small group call by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +26%) MTN Ghana - 4Q21 Quick Take: Very strong and MT guidance upgraded by New Street Research
- New Street: Liberty LA (Buy, TP: $17, +70%) Liberty LA: FY Update - FCF Creeping Up, More to come from 2023/24 by New Street Research
- New Street: NTT (Buy, TP: ¥4,250, +26%) Feedback from small group call by New Street Research
- New Street: NOS (Neutral, TP: €4.0, +18%) Q4 21: Good numbers, c8% yield despite the new entrant risk - Quick Take by New Street Research
- New Street: Indian Mobile Vodafone IDEA Equity Raise - More can kicking by New Street Research
- New Street: Telecom Italia (Reduce, €0.15, -40%) from Neutral, €0.38 Scale of changes means levered equity now looks overvalued by New Street Research
- New Street: TIM Brasil (Buy, TP: BRL20, +50%) TIM Brasil - 5G takes edge off FCF accretion; Any real options for Telecom Italia? by New Street Research
- New Street: Orange (Buy, TP: €15.5, +45%) The starting gun has been fired – Orange Spain and Masmovil to merge in Spain (fair ratio for both) by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +30%) Thoughts after the call by New Street Research
- New Street: Mitratel (Buy, TP: IDR1,135, +44%) Mitratel – Q4 21 Quick Take – Good revenue growth on colocation growth and tower adds by New Street Research
- New Street: XL Axiata (Buy, TP: IDR5,000, +87%) Feedback from small group call by New Street Research
- New Street: Deutsche Telekom (Buy, €25, +58%) Selling towers for €18bn? Our take. by New Street Research
- New Street: Fintech – Capital Adequacy changes in Brazil; Nubank in focus plus MELI/PAGS/STNE/INTER by New Street Research
- New Street: Mitratel (Buy, TP: IDR1,135, +39%) Feedback from small group call by New Street Research
- New Street: DLO US (Neutral, TP: $40, +54%) Payments: dLocal (DLO) - thoughts after earnings call: Pipeline good, EBITDA likely re-set by New Street Research
- New Street: Thai Mobile Q4 21 Review: Strong Q, market competition to ease; Covid recovery more likely by New Street Research
- New Street: Telecom Italia (Reduce, €0.15, -50%) KKR update and CEO meetings feedback by New Street Research
- New Street: BIDI 11 (Buy, TP: BRL41, +139%) Inter FY21 Update – Slight cut to TP, remain positive on US expansion by New Street Research
- New Street: South African Telcos Spectrum auction concludes at reasonable prices, positive for the Telcos by New Street Research
- New Street: STNE US (Neutral, TP: $23, +150%) StoneCo Q4s Quick Take - Light at the end of a long tunnel by New Street Research
- New Street: Tower Bersama (Buy, TP: IDR3,900, +34%) Q4 21: Another strong quarter, expect further tenancy upside by New Street Research
- New Street: TV US (Buy, TP: $14.5, +45%) Televisa Q4s Quick Take - Good core, Other Expenses spike, Mexican Cable Wrap, UNI feedback by New Street Research
- New Street: Jan BCB data shows Prepayment spreads rising, as per company comments - PAGS/STNE/MELI/GET by New Street Research
- New Street: Global Weekly Review How best to play the explosive growth of EM Data Centres? by New Street Research
- New Street: African mobile Validating MTN Nigeria's guidance of 20%+ CAGR, upgrade AAF & MTN by New Street Research
- New Street: Telecom Italia (Neutral, €0.38, +10%) Quick Take: Reaction to today's newsflow - where next from here? by New Street Research
- New Street: Telecom Italia (Rating under review) Quick Take: New outlook is disappointing (and might even be an odd defence against KKR) by New Street Research
- New Street: Rakuten (Reduce, TP: ¥780, -18%) Feedback from small group call by New Street Research
- New Street: Z Holdings (Buy, TP: ¥940, +70%) Feedback from small group call by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +30%) MTN Uganda - FY21 Quick Take: Good results and improved MT guidance by New Street Research
- New Street: Malaysian mobile Mixed again; Q4 21 review by New Street Research
- New Street: TV US (Buy, TP: $14.5, +63%) Televisa - FY Update, Cable capex down (even more than we thought), Content prospects bright by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +29%) 4Q21 Quick Take: Still strong, improved DPS and MT guidance by New Street Research
- New Street: China Tower (Buy, TP: HK$2.2, +161%) China Tower – Q4 21: Poor quarter due to slowing tower business by New Street Research
- New Street: PT Telkom Indonesia (Buy, TP: IDR7,450, +69%) Feedback from small group call by New Street Research
- New Street: GET US (Neutral, TP: $1.8, +34%) Getnet Q4s: Payment pricing - good read for the sector (PAGS, STNE) by New Street Research
- New Street: South African Telcos 5G spectrum auction: First stage completed is a positive signal for the main auction by New Street Research
- New Street: Japanese Telcos Decent quarter, mobile ARPU pressure expected to ease, stay bullish; Q3FY21 review by New Street Research
- New Street: DLO US (Neutral, TP: $40, +70%) dLocal Q4s - Quick Take: Better take-rate offsets lighter TPV by New Street Research
- New Street: IHS Towers (Buy, TP: $27, +176%) 4Q21 Quick Take: Mixed results and mixed guidance by New Street Research
- New Street: South Korean Telcos Further pressure on OTT streaming services in Korea by New Street Research
- New Street: 1&1 (Buy, €36, +64%) United Internet (Neutral, €39, +27%) Q4 21 Quick Take: Continuing to perform, but no new network update by New Street Research
- New Street: Hutchison Europe Q4 21 - Waning wholesale a portent for O2D by New Street Research
- New Street: Japanese Telcos Incumbents entering a golden age by New Street Research
- New Street: Vodafone (Buy, 190p, +50%) Vantage Towers (Buy, €36, +10%) Vodafone to sell a majority stake in Vantage Towers? Could be very significant by New Street Research
- New Street: MELI US (Buy, TP: $1,700, +47%) MercadoLibre - Head of Fintech Meeting Notes: Regulation / Credit / Payments by New Street Research