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Russell Waller
EUR 8465.00 For Business Accounts Only

Elisa (Neutral, TP: €38, -2%) Post Q4 25 model update – Difficult outlook, fairly priced

In this note, we update our model and thoughts following the Q4 results incorporating conference call feedback and compare our new estimates to guidance and consensus. Elisa has had a tumultuous few days – down on the day of results, and now up heavily after.
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New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
  • Japan Telecoms
  • Asian Internet
  • Pan European Healthcare
  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


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Russell Waller

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