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refin_us_10000 / Equity
- New Street: Hellenic Telecom (OTE): Buy, TP: €24.0, +35% Q1 22: Good results and outlook - Quick Take inc call feedback by New Street Research
- New Street: KDDI (Buy, TP: ¥5,250 , +24%) KDDI Q4 21 Quick take: FY23 & mid-term guidance above consensus by New Street Research
- New Street: Vodafone (Buy, 190p, +61%) Etisalat announce a 9.8% stake. Our initial reaction by New Street Research
- New Street: European Telecoms Outperforming but still attractive by New Street Research
- New Street: NU US (Neutral, TP: $9, +100%) Nubank Q1s: Quick Take: Strong revenue beat, NPLs a touch ahead by New Street Research
- New Street: Altice International Q1 22: Good results, IRUs rising in Israel, inc call feedback – Quick Take by New Street Research
- New Street: e& (Etisalat)/Vodafone Implications in EM, especially India/Africa by New Street Research
- New Street: BIDI11 BZ (Buy, TP: BRL35, +121%) Inter Q1s: Softer Revenues, NPLs in line and US listing close to finish by New Street Research
- New Street: EM Telcos Double digits revenue growth...again by New Street Research
- New Street: Tele2 (Buy, TP: SEK155, +28%) Kinnevik placing adds a risk factor, but fundamentals are good enough to offset this by New Street Research
- New Street: Tower Bersama (Buy) – Q1 22: Good start to the year by New Street Research
- New Street: Rakuten at our price target – does it mean O-RAN has failed? by New Street Research
- New Street: Japanese Telcos Decent quarter, positive guidance, stay bullish; Q4FY21 review by New Street Research
- New Street: Indian Mobile Strong quarter, price increases helped, Bharti outperformed again; Q4FY22 review by New Street Research
- New Street: South Korean Telco Q1 22 review: Decent start; stay bullish on mobile ARPU upside and Enterprise by New Street Research
- New Street: Deutsche Telekom (Buy, €28.5, +53%) Quick Take: Magenta pricing change seems like a missed opportunity by New Street Research
- New Street: Z Holdings (Buy, TP: ¥940, +118%) Feedback from small group call by New Street Research
- New Street: KDDI (Buy, TP: ¥5,250, +17%) Feedback from small group call by New Street Research
- New Street: ZOZO (Buy, TP: ¥5,200, +112%) Feedback from small group call by New Street Research
- New Street: EU Tower Update: The curse of rising real yields Still downside risks given current rates by New Street Research
- New Street: EM Tower Trends Decent quarter, continue to prefer Indonesia; CY1Q22 review by New Street Research
- New Street: Proximus (Neutral, TP: €19, +30% Telenet (Buy, TP: €37, +64%) OBEL (Neutral, TP: €24, +35%) Belgium 5G auction: Out of the frying pan and into the fire by New Street Research
- New Street: Telenet (Buy, €37, +96%) Liberty Global (Buy, $37, +70%) Minority buy-in now makes more sense by New Street Research
- New Street: Japanese Telcos Life in the Golden Age by New Street Research
- New Street: European Telecoms Rising rates not yet a material concern by New Street Research
- New Street: Deutsche Telekom (Buy, €25, +39%) Q1 22 - Solid execution not being rewarded in the share price by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +47%) Q1 22 Quick Take: A solid start to the year, guidance maintained by New Street Research
- New Street: Vantage Towers (Neutral, €34, +10%) Decent Q4, but slightly lacklustre FY23 guidance by New Street Research
- New Street: Vodacom (Neutral, TP: ZAR150, +6%) Q4 22 Quick Take: Slower quarter but roughly in line, MT guidance in line too by New Street Research
- New Street: Vodafone (Buy, 190p, +58%) FY 22 results: Our take post-earnings call by New Street Research
- New Street: IHS Towers (Buy, TP: $20, +83%) 1Q22 Quick Take: Strong start to the year but cautious guidance by New Street Research
- New Street: DLO US (Buy, TP: $38, +100%) dLocal Q1s Quick Take - Strong start to 2022 by New Street Research
- New Street: Altice France Q1 22 - Better B2C SR trends, underlying EBITDA growth - Quick Take by New Street Research
- New Street: Iliad and French market wrap Q1 22 - Good mobile performance for Iliad, stable underlying total market – Quick Take by New Street Research
- New Street: Indonesian Mobile - Q1 22 review: Slower quarter impacted by Covid; encouraging FY22 outlook - expect pricing improvement to flow through by New Street Research
- New Street: Singtel (Buy) - Q4 22: Strong MSR, strong underlying net income and increased dividend by New Street Research
- New Street: Deutsche Telekom (Buy, €28.5, +50%) Was €25 Target price increase: €50bn of value being left on the table by New Street Research
- New Street: STNE US (Neutral, TP: $14, +47%) StoneCo Q1s Quick Take: Heading (slowly) in a better direction by New Street Research
- New Street: Protelindo (Buy, TP: IDR1,900, +90%) Q1 22: good start to the year by New Street Research
- New Street: LatAm Telecoms Q1 Wrap: Sticking with Wireless over Fixed Vivo to Neutral (from Buy) Megacable from Reduce to Neutral by New Street Research
- New Street: PAGS US (Neutral, TP: $18, +5%) PagSeguro Q1 Quick Take - In-line, but no signs of Margin expansion by New Street Research
- New Street: TIM (Buy, TP: BRL20, +54%) Vivo (Neutral, TP: BRL56, +19%) Brazilian Telcos - ICMS tax cut could lift EBITDA by 20%! by New Street Research
- New Street: Thai Telco Q1 22 review: Slow start abated by reiterated guidance; recent hearing on TRUE-DTAC merger by New Street Research
- New Street: TIM (Buy, TP: BRL20, +60%) Vivo (Neutral, TP: BRL56, +22%) Brazilian telcos – Tax bill approved by Senate: 20% EBITDA savings up for grabs by New Street Research
- New Street: The 5G FWA Opportunity for EM Connecting a billion homes by New Street Research
- New Street: Nigerian Telcos Q1 22 review: Long growth runway, PSB launched by New Street Research
- New Street: PAGS US (Neutral, TP: $18, +63%) STNE US (Neutral, TP: $14, +60%) A PagSeguro - StoneCo deal. Why not? by New Street Research
- New Street: Telecoms vs. Inflation - The Definitive View A Call to Arms for the Industry: Stronger need to show better pricing power by New Street Research
- New Street: Japanese Mobile Rakuten - Customers down, losses up. Price target cut to ¥520 by New Street Research
- New Street: Sub-Saharan African Telecoms Q1 22 review: Stable; pathway to growth buoyed by data and fintech revenue by New Street Research