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refin_us_10000 / Equity
- New Street: IHS Towers (Buy, TP: $20, +147%) Q2 22: Mixed quarter, decent revenue (and small revenue guidance upgrade) but disappointing EBITDA and FY22 capex likely to be higher than expected by New Street Research
- New Street: MELI US (Buy, TP: $1200, +20%) MercadoLibre - Credit Quality assessment: NPLs, Provisioning and Q2 market backdropx by New Street Research
- New Street: STNE US (Neutral, TP: $14, +20%) StoneCo Q2 22 Quick Take - Top line beat on Key Accounts/Other; high Fin. Expenses; Brighter outlook by New Street Research
- New Street: DLO US (Buy, TP: $38, +28%) dLocal Q2s Quick Take - Another Solid Quarter by New Street Research
- New Street: China Tower (Buy, TP: HK$1.2, +20%) IR Small Group Call by New Street Research
- New Street: Rakuten (Reduce, TP: ¥520, -24%) Accelerating Customer Growth is Unlikely by New Street Research
- New Street: PAGS US (Neutral, TP: $18, +20%) PagSeguro Q2s Quick Take: Good beat, though Guide into Q3 more muted by New Street Research
- New Street: South Korean Telcos Joining the Golden Age by New Street Research
- New Street: Chinese Telcos Q2 22 review: Favourable growth and raised dividends by New Street Research
- New Street: Singtel (Buy, TP: S$4.4, +67%) Highlights from Investor Day by New Street Research
- New Street: Telefonica Brasil / Vivo (Neutral, TP: BRL56, +36%) CEO/CFO Meeting notes by New Street Research
- New Street: Nigerian Telcos Q2 CY22 review: Slower quarter; better performance by MTN by New Street Research
- New Street: NU US (Buy, TP: $7.00, +40%) Investor Call with new IR: Meeting notes by New Street Research
- New Street: DLO US (Buy, TP: $38, +53%) dLocal (Buy) - Investor Call with CFO, Diego Cabrera: Meeting notes by New Street Research
- New Street: Deutsche Telekom (Buy, €30, +55%) TMUS buyback: Implications of initial non-participation by New Street Research
- New Street: Telstra - TPG network sharing deal by New Street Research
- New Street: Thai Mobile - Q2 22 Review: Soft quarter by New Street Research
- New Street: Telenor (Neutral, TP: NOK165, +55%) Tower deal(s) could mean the Group dividend is not cut - CMD preview by New Street Research
- New Street: TIGO US (Buy, TP: $28, +130%) Mobile Money - Expert Speaker Series meeting notes: Millicom CEO, Mauricio Ramos by New Street Research
- New Street: Japan e-Commerce A sequentially stable quarter; CY 2Q22 review by New Street Research
- New Street: Vodafone (Buy, 185p, +71%) How a German fibre JV can create value by New Street Research
- New Street: Indosat (Buy, pt IDR 11,000, + 53%) Feedback from small group call by New Street Research
- New Street: XL Axiata (Buy, TP: IDR 5,000, +97%) Feedback from small group call by New Street Research
- New Street: EM Tower Trends Another decent quarter, attractive valuations; Q2 CY2022 review by New Street Research
- New Street: Telekom Indonesia (Buy, TP: IDR 7,450, +68%) Feedback from small group call by New Street Research
- New Street: South Korean Telcos Q2 22: Some margin pressure by New Street Research
- New Street: Indian mobile Another strong quarter, 5G launch imminent; Q1FY23 review by New Street Research
- New Street: Vodafone (Buy, 185p, +54%) Selling Hungary for 9x - highlighting inherent optionality by New Street Research
- New Street: Chorus NZ FY22 Result Fibre uptake and upsell to higher tier service by New Street Research
- New Street: Singtel (Buy, TP: S$4.4, +68%) Q1 FY23: Strong bottom line as MSR continues to recover by New Street Research
- New Street: SingTel (Buy, TP: S$4.4), Bharti (Buy, TP: INR1,300) Our Take on SingTel’s 3.3% direct stake sale of Bharti Airtel by New Street Research
- New Street: Vodafone (Buy, 185p, +61%) How Vodafone's share price can more than double by New Street Research
- New Street: Protelindo (Buy, TP: IDR 1,900, +55%) Q2 22: Mixed quarter; in-line headline but a weaker bottom line by New Street Research
- New Street: Japanese Telcos Decent quarter at group level, stay Buyers – Q1FY22 review by New Street Research
- New Street: PAGS US (Neutral, TP: $18, +20%) PagSeguro - Investor Call notes by New Street Research
- New Street: Liberty LA (Buy, TP: $15, +120%) Chile and beyond; Eyes on the FCF prize by New Street Research
- New Street: Rakuten (Reduce, TP: ¥520, -17%) Small group call feedback by New Street Research
- New Street: Indonesian Telcos Q2 22 review: Encouraging quarter, mobile recovery momentum in play by New Street Research
- New Street: European Telecoms Deep-Dive How to meet the challenge of rising costsEuropean Telecoms Deep-Dive How to meet the challenge of rising costs by New Street Research
- New Street: Tower Bersama (Buy, IDR3,900, +36%) Q2 2022 Quick Take: Decent quarter by New Street Research
- New Street: LatAm Payments - Strong TPV tailwinds; Earnings inflection coming...some time in 2023 by New Street Research
- New Street: Deutsche Telekom (Buy, €30, +56%) Digital-X event: Making sense of DT B2B exceptionalism by New Street Research
- New Street: Telenor (Buy, from Neutral), TP: NOK165, +55% CMD: Upgrade to Buy, top pick in region, Tele2 to Neutral by New Street Research
- New Street: Vodafone (Buy, 185p, +71%) Xavier Niel takes 2.5% stake - our take by New Street Research
- New Street: Sub-Saharan African Telecoms Q2 22 review: Decent growth; some pressure on margins by New Street Research
- New Street: AMX US (Buy, TP: $21, +18%) America Movil - Investor Call meeting notes: Buy-back, Euro towers, Chile by New Street Research
- New Street: Malaysian Telcos Q2 22 review: Recovery continues by New Street Research
- New Street: Sitios Latinoamerica - LASITE (not yet listed) Opsimex (formerly Telesites) - SITES1 (Neutral, TP: MXN17) Sitios Latinoamerica: AMX Towers - Deep dive and thoughts ahead of Spin by New Street Research
- New Street: BT (Buy, 270p, +116%) Was 265p Big market dislocations can throw up big opportunities by New Street Research
- New Street: Sitios Latinoamerica - Trading multiples following today's listing / Deep dive recap by New Street Research