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refin_us_10000 / Equity
- New Street: Swisscom (Neutral, TP: CHF540, +1%) Q1 22: Good start to the year, better SR trends, EBITDA beat - Quick Take by New Street Research
- New Street: Mercari (Buy, TP: ¥9,000, +307%) Q3FY22 Quick Take: Poor quarter and guidance cut by New Street Research
- New Street: Liberty Global (Buy, $37, +54%) Was $40 Buyback running 30% ahead of expectations. Thesis update by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +43%) MTN Ghana - Q1 22 Quick Take: Still strong, MT guidance unchanged by New Street Research
- New Street: TV US (Buy, TP: $14.5, +57%) Televisa Q1 Model Update: Netflix's loss can be TV's gain by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +44%) Q1 22 Quick Take: Strong results, revenue guidance maintained despite NIN-SIM regulation but possibly some margin pressure by New Street Research
- New Street: 5G spectrum almost done. What comes next? by New Street Research
- New Street: European Telecoms High Yield Good start to the equity earnings season – can high yield follow? by New Street Research
- New Street: Telenor (Neutral, TP: NOK165, +23%) Q1 22: Weak at EBITDA, again - Quick Take by New Street Research
- New Street: NOS (Neutral, TP: €4.3, +9%) Q1 22: Good numbers at both B2C and B2B - Quick Take by New Street Research
- New Street: GET US (Neutral, TP: $1.8, +27%) Getnet - Q1s quick take: Solid numbers, Credit opportunity by New Street Research
- New Street: Telecom Italia (Reduce, TP:€0.15, -44%) 1Q22: In line, but still a tough road ahead by New Street Research
- New Street: OIBR3 BZ (Neutral, TP: BRL 0.9, +18%) Brazilian fixed – Fibre momentum continues to slow in Brazil / Oi FYs by New Street Research
- New Street: Inwit (Buy, TP:€13.2, +30%) 1Q22: Inflation drives accelerating growth by New Street Research
- New Street: DLO US (Buy, TP: USD38, +74%) dLocal - Upgrade to Buy: E-Commerce growth across EM; good entry point by New Street Research
- New Street: Reliance Industries (Buy, TP: INR3,270, +25%) Q4 22 Quick Take: Good quarter, very strong numbers from Jio Platforms by New Street Research
- New Street: SK Telecom (Buy, TP: KRW112,000, +90%) Q1 22 Quick Take: Improving trends by New Street Research
- New Street: PT Telkom (Buy, TP: 7,450, +71%) Thoughts after the call; bull thesis intact, Buy, pt IDR 7,450 by New Street Research
- New Street: SoftBank Corp (Buy, TP: ¥1,975, +31%) Q4 21 Quick Take: Strong & guidance decent by New Street Research
- New Street: Telefonica Deutschland (Reduce, €1.9, -34%) Q1 22: Strong start to year, but no change to longer-term thesis by New Street Research
- New Street: Liberty Global (Buy, $37, +61%) VMO2 - What happened in Q1? Digging in further by New Street Research
- New Street: Airtel Africa (Buy, TP: 305p, +125%) Thoughts after the call by New Street Research
- New Street: Vodafone (Buy, 190p, +61%) Back in discussions with Hutchison UK? by New Street Research
- New Street: 1&1 (Buy, €36, +80%) United Internet (Neutral, €39, +27%) Q1 22: Good start to 2022 in a rational market by New Street Research
- New Street: Safaricom (Neutral) 2H22 Quick Take: Decent, but Ethiopian risk remains by New Street Research
- New Street: TIMP3 BZ (Buy, TP: BRL20, +45%) , VIVT3 BZ (Buy, TP: BRL60, +15.8%) Brazilian Telcos - Vivo guide on Oi deal impact; comparisons with TIM by New Street Research
- New Street: Telenet (Buy, €37, +26%) Q1 22 - Still waiting for overhangs to clear by New Street Research
- New Street: Z Holdings (Buy, TP: ¥940, +82%) Q4 FY 21 Quick Take: A decent quarter and guidance by New Street Research
- New Street: TIGO (Buy, TP: $48, +120%) Millicom - Rights Issue technicals persist; Q1s fine by New Street Research
- New Street: KPN (Buy, TP: €3.8, +15%) Q1 22: Strong start to the year, mass-market SR trends better again – Quick Take by New Street Research
- New Street: KPN (Buy, TP: €3.8, +15%) Q1 22: Thoughts after the call: Guidance upgrade possible, LE to follow SME, inflationary price increases to come (KPN is a good inflationary hedge) by New Street Research
- New Street: Proximus (Neutral, TP: €20, +20%) Q1 22: Good results, 2022 guidance reiterated - Quick Take by New Street Research
- New Street: TV US (Buy, TP: $14.5, +56%) , MEGACPO (Reduce, TP:MXN60, +3.7%) Mexican cable Q1s - revenue trends soften, diverging RGUs by New Street Research
- New Street: ENTEL CI (Buy, TP: CLP5400, +73%) Entel Q1s - Revenue ahead, EBITDA in-line, data centre monetisation to come by New Street Research
- New Street: OTT to pay EU telcos? Further improvement in regulation by New Street Research
- New Street: TIM Brasil (Buy, TP: BRL20, +50%) TIM Brasil - Q1s / Investor Day / Cash return hike / Updated estimates by New Street Research
- New Street: Liberty LA (Buy, TP: $17, +70%) Liberty LA Q1s - Quick Take: Chile weaker, Working Capital drags FCF; Buy back running ahead by New Street Research
- New Street: MELI US (Buy, TP: $1,700, +84%) MercadoLibre Q1s Quick Take: Strong beat; Credit expands at Accelerating pace by New Street Research
- New Street: Sub-Saharan African Telecoms Q4 21 review: Fundamentals remained strong, MSR seems to have stabilized by New Street Research
- New Street: MELI US (Buy, TP: USD1,700, +85%) PAGS US (Neutral, from Buy; TP: USD18 (from USD40), +34%) STNE US (Neutral, TP: USD14 (from USD23), +56%) PIX - Assessing Acquirer Risk; PagSeguro to Neutral by New Street Research
- New Street: PT Telkom (Buy, TP: IDR7,450, +73%) Q1 22 Quick Take: A better quarter, expect growth to improve in the rest of the year by New Street Research
- New Street: Mitratel (Buy, TP: IDR1,135, +49%) Q1 22 Quick Take: Strong start to the year by New Street Research
- New Street: SK Telecom (Buy, TP: KRW112,000, +90%) Thoughts after the call, outlook positive by New Street Research
- New Street: Liberty Global (Buy, $37, +61%) Buyback good, EBITDA good, VMO2 net adds less good by New Street Research
- New Street: Airtel Africa (Buy, TP: 260p, +84%) Q4 22 Quick Take: Another strong quarter; expect further revenue and margin upside by New Street Research
- New Street: Liberty Global (Buy, $37, +61%) Thoughts post-earnings call by New Street Research
- New Street: TIGO (Buy, TP: USD44, +100%) Millicom - Panama put exercised / Subpoena from DOJ: new 6K disclosure by New Street Research
- New Street: Telefonica (Neutral, TP: €5.0, +9%) Q1 22: Good start to the year, nice EBITDA beat - Quick Take by New Street Research
- New Street: VIVT4 BZ (Buy, TP: BRL60, +20%) Vivo Q1s : Quick take - Ahead at revenue, touch light at EBITDA by New Street Research
- New Street: BT (Buy, 255p, +44%) For the first time in 15 years.... by New Street Research