Back to the main directory
refin_us_10000 / Equity
- New Street: European High Yield Telecoms Q1 22 update and rate sensitivity by New Street Research
- New Street: Oi (Neutral, TP: under review) Oi Q1 22 - Running the numbers on pro-forma Leverage: Still High by New Street Research
- New Street: Malaysian Telcos - Q1 22 review: Recovery mode, Celcom-Digi merger approved by New Street Research
- New Street: Oi (Neutral, TP: under review) Oi Q1 22 - Pro-forma Leverage update: Still High by New Street Research
- New Street: Japanese e-Commerce Cut targets on growth slowdown; CY 1Q22 review by New Street Research
- New Street: Liberty Global (BUY, $37, +60%): What to look out for in Q2 results by New Street Research
- New Street: INTR US (Neutral, TP: USD4.3, +54%) Consolidation / M&A in Fintech: Itau - Avenue deal by New Street Research
- New Street: Chorus NZ 4Q22 connections Fibre and fixed wireless access vie as copper declines by New Street Research
- New Street: MEGACPO (Neutral, TP: MXN 60, +26%) Megacable - Macro and Competition: RGUs likely to slow by New Street Research
- New Street: EU Telecoms What parity means: A further upgrade for DT by New Street Research
- New Street: Elisa (Neutral, TP: €55.0, +2%) Q2 22: Excellent service revenue growth, EBITDA growth though still lagging - Quick Take by New Street Research
- New Street: Global Telcos - Show me the (Mobile) Money! Revenues beyond the Core by New Street Research
- New Street: NU US (Buy, TP: $7, +82%) Nu Holdings - Upgrade to Buy: Falling deposit yields sooner than expected by New Street Research
- New Street: Telenor (Neutral, TP: NOK165, +25%) Q2 22: Another weak print - Quick Take including call feedback by New Street Research
- New Street: Indian Mobile - Thoughts on the earnest money deposits by New Street Research
- New Street: NOS (Neutral, TP: €4.3, +15%) Q2 22 results: Another quarter of good delivery – Quick Take by New Street Research
- New Street: Vantage Towers (Neutral, €33, +17%) Q1 23: Tenancy acceleration still on hold by New Street Research
- New Street: Orange Belgium (Neutral, TP: €27, +41%) H1 22: Good execution likely to remain under-priced - Quick Take by New Street Research
- New Street: PAGS US (Neutral, TP: $18, +65%) STNE US (Neutral, TP: $14, +52%) GET US (Neutral, TP: $1.8, +9%) Nubank launches PIX Credit: mid-term risk reminder for Payment cos (PAGS/STNE/GET) by New Street Research
- New Street: Singtel (Buy, TP: SGD 4.4, +68%) Our take on the Amobee divestment; overall positive by New Street Research
- New Street: Indian Mobile – Day 1 of the 5G auction: Positive outcome for now by New Street Research
- New Street: KPN (Buy, TP: €4.0, +18%) Q2 22: Weak fixed performance offset by guidance raise by New Street Research
- New Street: VIVT3 BZ (Neutral, TP: BRL56, +21%) Vivo Q2s Quick take : Wireless drives beat, real (organic) EBITDA still down heavily by New Street Research
- New Street: SoftBank Corp (Buy) / Z Holdings (Buy) – Our thoughts on the PayPay consolidation by New Street Research
- New Street: Megacable Q2s - Quick Take: Further divergence in Mexican cable RGUs by New Street Research
- New Street: Celcom-Digi receives MCMC clearance; merger timeline remains at 2H22 by New Street Research
- New Street: Orange (Buy, TP: €15.0, +35%) IR meeting feedback - Continued focus on FCF will offset headwinds by New Street Research
- New Street: Malaysian Telcos Celcom-Digi receives MCMC clearance; merger timeline remains at 2H22 by New Street Research
- New Street: Orange (Buy, TP: €15.0, +35%) IR meetings: Continued focus on FCF will offset headwinds by New Street Research
- New Street: Malaysian Telcos Q1 22 review: Recovery mode, Celcom-Digi merger approved by New Street Research
- New Street: In case you missed it....EU TELCOS VS INFLATION by New Street Research
- New Street: BT (Buy, 270p, +41%) Was 255p Price target up. Openreach value up. Dividend up by New Street Research
- New Street: Bharti & Reliance Industries Ltd Thoughts on Adani Group participating in 5G spectrum auction by New Street Research
- New Street: AMX (Neutral, TP: $21, +1%) AMX Q2s Quick Take - Strong Brazil, Better leverage (despite cash outs), Tower Spin news in coming days? by New Street Research
- New Street: Deutsche Telekom (Buy, €30, +58%) Accretive tower deal finally announced by New Street Research
- New Street: MTN (Buy, TP: ZAR 250, +80%) MTN to takeover Telkom SA – Brief thoughts and implications by New Street Research
- New Street: VMO2 bidding for TalkTalk? Our reaction. by New Street Research
- New Street: Tele2 (Buy, TP: SEK155, +29%) Q2 22: Good set of numbers - Quick Take incorporating call feedback by New Street Research
- New Street: Liberty Global/ Telenet: Disappointing dividend cut from NetCo formation. by New Street Research
- New Street: Telia (Neutral, TP: SEK39.0, -1%) Q2 22: Solid numbers, watch out for capex - Quick Take by New Street Research
- New Street: Netflix Q2s – read through for LatAm: Televisa (TV) and dLocal (DLO) by New Street Research
- New Street: Vodacom (Neutral, TP: ZAR150, +8%) Thoughts after the call: Feedback from Vodacom about the MTN/Telkom deal by New Street Research
- New Street: Reliance Industries Ltd (BUY, TP: INR 3,270, +35%) Q1 23 Quick Take: Record quarter, Jio Platform’s performance bodes well for Bharti by New Street Research
- New Street: Vodafone (Buy, £1.85, +43%) Q1 23: Still opportunity for thesis to play out by New Street Research
- New Street: Orange (Buy, TP: €15.0, +41%) Orange-Masmovil finalise terms: more cash for Orange Group shareholders - Our Take by New Street Research
- New Street: TV US (Buy, TP: $14.5, +92%) Televisa Q2s Quick take: MSO cable inflects, TVUNI solid by New Street Research
- New Street: Telefonica Deutschland (Reduce, €1.9, -28%) Q2 22 - German dynamics remaining healthy, but 1&1 network build still pending by New Street Research
- New Street: Altice International Q2 22: Good Telecom result at both SR and EBITDA - Quick Take inc call feedback by New Street Research
- New Street: Indian Mobile – Day 2 of the 5G auction: No material changes vs. day 1 by New Street Research
- New Street: Cellnex (Neutral, €40, -7%) Q2 22 - Thoughts following the call: Tenancy growth slowing further by New Street Research