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refin_us_10000 / Equity
- New Street: Telenet (Buy, €27, +78%) Q2 22 - Further NetCo analysis. Guidance re-iterated but requires sharp H2 turnaround by New Street Research
- New Street: Orange (Buy, TP: €15.0, +42%) Q2 22: France guidance upgrade offsets OBS - Quick Take including call feedback by New Street Research
- New Street: BT vs VMO2 - A tale of so many diverging trends BT (Buy, 270p, +69%) Liberty Global (Buy, $34, +55%) by New Street Research
- New Street: Telefonica (Neutral, TP: €5.0, +14%) Q2 22: A good EBITDA beat driven by Hispam - Quick Take by New Street Research
- New Street: MEGACPO (Neutral, TP: MXN60, +27%) Megacable - Thoughts after the Earnings call by New Street Research
- New Street: Inwit (Buy, €13.2, +33%) 2Q22: Guidance up; New ownership beckons by New Street Research
- New Street: Altice France Q2 22: Slower LFL SR, but better LFL EBITDA, improved fixed KPIs - Quick Take inc call feedback by New Street Research
- New Street: New Liberty/ TEF FTTH JV announced. Our take. BT (Buy, 270p, +69%) Liberty Global (Buy, $34, +55%) Telefonica (Neutral, €5, +14%) by New Street Research
- New Street: PT Telkom (Buy, TP: 7,450, +76%) Q2 22 Quick Take: Better quarter though Telkomsel still under pressure by New Street Research
- New Street: MELI US (Buy, TP: $1,100, +37%) MercadoLibre - Argentina devaluation exposure / Q2s preview by New Street Research
- New Street: Indian Mobile – 5G auction concludes – Our preliminary thoughts by New Street Research
- New Street: TIM Brasil (Buy, TP: BRL20, +60%) Q2s: Revenue and EBITDA beat, post-paid ARPU strength by New Street Research
- New Street: PT Telkom (Buy, TP: 7,450, +67%) Q2 22: Thoughts after the call by New Street Research
- New Street: Z Holdings (Buy, TP: ¥940, +90%) Q1 22: Mixed quarter, slower top line but decent Adj. EBITDA. Positive message about the PayPay consolidation by New Street Research
- New Street: Liberty LA (Buy, TP: $17, +125%) Q2s Quick Take: EBITDA beat despite further Chile weakness by New Street Research
- New Street: United Internet (Buy from Neutral, €39, +56%) 1&1 (Buy, €37, +124%) Q2 22 - Upgrade United Internet to Buy. Oversold at current levels by New Street Research
- New Street: Swisscom (Neutral, TP: CHF590, +15%) Q2 22: Underlying guidance upgrade, good SR trends - Quick Take inc call feedback by New Street Research
- New Street: OTE (Buy, TP: €24.0, +43%) Q2 22: Strong EBITDA growth despite modest SR slowdown - Quick Take by New Street Research
- New Street: China Tower (Buy, TP: HKD 1.2, +18%) Q2 22 Quick Take: Steady with improving EBITDA by New Street Research
- New Street: Mercari (Buy, TP: ¥6,000, +160%) Q4FY22: KPIs light but good operating profit and encouraging MT guidance by New Street Research
- New Street: Bharti Airtel (Buy, TP: INR1,300, +85%) Thoughts after the call: Spectrum, 5G & FWA strategy explained, Buy, pt INR 1,300 by New Street Research
- New Street: Deutsche Telekom (Buy, €30.0, +58%) Q2 22: Growth up. Guidance up by New Street Research
- New Street: Deutsche Telekom (Buy, €30, +58%) Thoughts post call: A more material DPS increase to come? by New Street Research
- New Street: Indian mobile 5G launch imminent, Bharti the likely winner by New Street Research
- New Street: Deutsche Telekom (Buy, €30, +58%) Dividend increase above consensus should help to close value gap by New Street Research
- New Street: Mitratel (Rating, TP: IDR 1,135, +55%) Q2 22 Quick Take: In-line quarter; improved revenue and EBITDA guidance bodes well for 2H22 by New Street Research
- New Street: Airtel Africa (Buy, TP: 305p, +97%) Q1 23: Decent quarter, good top line but margins a bit weak in Nigeria by New Street Research
- New Street: TIGO US (Buy, TP: $32, +115%) Millicom Q2 Quick Take: Numbers ahead, guide reaffirmed, monetisation efforts for 2023 by New Street Research
- New Street: Airtel Africa (Buy, TP: 305p, +97%) Thoughts after the call by New Street Research
- New Street: Liberty Global (Buy, $34, +55%) Q2 22: Ramping up the buyback - and could be more to come by New Street Research
- New Street: Proximus (Neutral, TP: €20, +44%) Q2 22: A beat and raise (albeit quite modest at domestic) - Quick Take by New Street Research
- New Street: KDDI (Buy, TP: ¥6,000, +39%) Q1 22: Slightly mixed; consensus nearer to mid-term guidance – Quick Take inc. call feedback by New Street Research
- New Street: ZOZO (Buy, TP: ¥5,000, +75%) Q1 22: Solid quarter, good operating profit – Our take inc. call feedback by New Street Research
- New Street: Indian Mobile – Day 4 of the 5G auction: Stable-ish vs. Day 3 by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +74%) MTN Nigeria - Q2 22: Decent quarter by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +79%) MTN Ghana Q2 22 Quick Take: Slower quarter, MoMo revenues impacted by lower P2P transaction fees by New Street Research
- New Street: Entel (Buy, TP: CLP4,300, +45%) Entel Q2s - Quick Take: Peru margin improvement, Chile softens by New Street Research
- New Street: PT Telkom (Buy, TP: 7,450, +67%) Q2 22: Thoughts after the call by New Street Research
- New Street: Telecom Italia (Reduce, €0.20, -10%) Q2 22 - An upgrade, but not an upgrade by New Street Research
- New Street: SoftBank Corp (Buy, TP: ¥1,975, +32%) Q1 – Quick take – Weaker quarter, as guided by New Street Research
- New Street: MELI US (Buy, TP: $1100, +23%) MercadoLibre (Buy) Q2s - Strong Fintech offsets weaker E-Commerce by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +79%) MTN Uganda / MTN Rwanda – Q2 22: Slower quarter in Uganda / Decent quarter in Rwanda but H2 trends are expected to be softer by New Street Research
- New Street: TIMS3 BZ (Buy, TP: BRL19, +52%) TIM Brasil : CEO meeting notes / Model update by New Street Research
- New Street: NTT Corp (Buy, TP: ¥5,250, +38%) Q1 FY 22 Quick Take: Strong, DC revenues disclosed by New Street Research
- New Street: SK Telecom (Buy, TP: KRW 112,000, +110%) 2Q22 Quick Take: Steady quarter within expectations, new mobile price plans launched by New Street Research
- New Street: Europe inflation price update Summer promotions modestly better than last year by New Street Research
- New Street: MTN (Buy, TP: ZAR250, +62%) Q2 22: Decent quarter overall, decent top line by New Street Research
- New Street: PAGS US (Neutral, TP: $18, +23%) PagSeguro Q2 preview: Competition, take rates, net income outlook by New Street Research
- New Street: NU US (Buy, TP: $7, +50%) Nu Holdings Q2s - Quick Take: Solid beat, deposit remuneration still to come through by New Street Research
- New Street: INTR US (Buy, TP: $4.3, +23%) Inter Q2 22 Quick Take - NII miss on revenue and higher funding costs by New Street Research