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- New Street: Indian Mobile Slightly slower quarter, next quarter set to benefit from better ARPU; Q3FY22 review by New Street Research
- New Street: Orange (Buy, TP: €15, +41%) Tariff changes in Spain - how will they impact the Orange-Masmovil deal - Our Take by New Street Research
- New Street: South Korean Telco Q4 21 review: Still accelerating by New Street Research
- New Street: Indosat (Buy, TP: IDR8,250, +55%) Feedback from small group call by New Street Research
- New Street: Airtel Africa (Buy, TP: GBp 305, +101%) Feedback from small group call by New Street Research
- New Street: Indosat (Buy, TP: IDR 11,000, +107%) $2bn EBITDA likely by 2024, stock should double by New Street Research
- New Street: Telenet (Buy, TP: €42, +36%) Private tower multiples remain high. Selling at 25x by New Street Research
- New Street: NU US (Neutral, TP: $9, +12%) Nu Holdings - CFO meeting notes / Regulation deep dive by New Street Research
- New Street: New entrant in Belgium Xavier Niel or not, bad news for the incumbent MNOs by New Street Research
- New Street: Tower Bersama (Buy, TP: IDR3,900, +35%) Feedback from small group call by New Street Research
- New Street: China Telecom (Buy, TP: HK$7.4, +139%) IR Small Group Call by New Street Research
- New Street: IHS (Buy) – Cutting price target on margin pressure by New Street Research
- New Street: TV US (Buy, TP: $14.5, +31%) Televisa (Buy) - Streaming/Content/Cable update into Q1 earnings by New Street Research
- New Street: PAGS US (Buy, TP: $40, +127%) Feedback from CFO call by New Street Research
- New Street: Telefonica (Neutral, TP: €5.0, +1%) Downgrade to Neutral by New Street Research
- New Street: China Tower (Buy, TP: HK$1.2, +31%) Q1 22: Mixed results but a better overall quarter by New Street Research
- New Street: Indian Mobile Bharti – Monetising Digital, Buy, pt to INR 1,300 by New Street Research
- New Street: China Tower (Buy, TP: HK$1.2, +33%) IR Small Group Call by New Street Research
- New Street: TIM Brasil (Buy, TP: BRL20, +48%) TIM Brasil - Deal Value Synergies of BRL16-19 billion: Initial thoughts by New Street Research
- New Street: EM Tower Trends Mixed bag overall but Buy stance reiterated; CY4Q21 review by New Street Research
- New Street: EM Telcos Slight slowdown but remains strong by New Street Research
- New Street: TV US (Buy, TP: $14.5, +45%) Televisa Q1s Quick Take - Small beat at Consolidated group (after solid TVUNI) by New Street Research
- New Street: AMX (Neutral, TP: $21, -1.8%) AMX Q1s - EBITDA miss, Tower Spin slips, Buy-back slows by New Street Research
- New Street: ZOZO (Buy, TP: ¥5,200, +64%) Q4 21: Mixed quarter, FY22 guidance somewhat weak by New Street Research
- New Street: Cellnex (Neutral, €39, -15%) Q1 22 - Organic tenancy growth at lowest level since IPO by New Street Research
- New Street: Entel (Buy, TP: CLP5,400, +55%) Monetising Data Centres in EM - Entel sells to Equinix by New Street Research
- New Street: Iliad & French market wrap Q4 21: Results, Italian plans, Belgium auction, French market wrap - Quick Take by New Street Research
- New Street: PAGS US (Buy, TP: $40, +110%) PagSeguro Q4 Quick Take: Late Price moves mean Q1 should be the Trough quarter by New Street Research
- New Street: Japan e-Commerce Slower Q and macro-economic uncertainties but fundamentals remain strong; stay cautious on Rakuten – Q4CY21 review by New Street Research
- New Street: Altice International Q4 21: Good results, more investment into Altice UK by New Street Research
- New Street: Inflation in European Telecoms Proprietary survey shows bumps ahead - BT, Tele2, KPN best placed by New Street Research
- New Street: Which 4:3 deals can succeed? Our Survey suggests remedies all round - maybe UK could be the surprise? by New Street Research
- New Street: Telecom Italia (Reduce, €0.15, -55%) Now another non-binding offer - this time for Enterprise by New Street Research
- New Street: China Unicom (Buy, TP: HK$11.1, +185%) Feedback from small group call by New Street Research
- New Street: KPN (Buy, TP: €3.7, +16%) New fibre wholesale rates should remove regulatory overhang - Quick Take by New Street Research
- New Street: EU TOWER REVIEW: Inflation expectations up. Downgrade Vantage to Neutral by New Street Research
- New Street: BIDI11 (Buy, TP: BRL43, +157%) Inter (Buy) - Q1 22 operational outlook: slowing credit originations by New Street Research
- New Street: Nigerian Telecoms - 4Q 21 review: Strong growth, Performance balanced between MTN and AAF by New Street Research
- New Street: Protelindo (Buy, TP: IDR 1,900, +87%) Q4 21 Quick Take: Strong results buoyed by rising ARP/Tenant, STP acquisition by New Street Research
- New Street: Indian Mobile Reliance Industries – Initiate coverage at Buy, pt INR 3,270, +25% by New Street Research
- New Street: Tele2 (Buy, TP: SEK165, +14%) Q1 22: Strong start to the year - Quick Take by New Street Research
- New Street: AMX US (Neutral, TP: $21.0, -2.3%) AMX - Buy-back steer suggests a slowdown by New Street Research
- New Street: Elisa (Neutral, TP: €55, +1%) Q1 22: Good LFL SR trends, EBITDA catching up - Quick Take by New Street Research
- New Street: TIM Brasil (Buy, TP: BRL20, +48%) TIM Brasil - Deal Call follow up: Clarity on synergies, additional details by New Street Research
- New Street: Orange (Buy, TP: €15.0, +34%) Q1 22: Solid start to the year, feedback from call included – Quick Take by New Street Research
- New Street: TV US (Buy, TP: $14.5, +47%) Televisa - TVUNI Q1 22 - growth off to a robust start by New Street Research
- New Street: Indonesian Mobile 4Q 21 review: Decent quarter; ARPU appears to be inflecting by New Street Research
- New Street: Korean Telcos News that President-elect Yoon Suk Yeol is considering mobile price cuts; thoughts and implications by New Street Research
- New Street: Telia (Neutral, TP: SEK39, +1%) Q1 22: Much improved Telco trends (esp EBITDA) - Quick Take by New Street Research
- New Street: Emerging Market Telcos What is the Evidence that Enterprise is following an S-curve? by New Street Research