Liberty Latin America (Buy, TP: $14.8, +105%) Q4 24: Mixed, PR still tough but solid rest of the group
Group headline trends improved, although Puerto Rico remains weak at revenue/EBITDA. However, subscriber losses in PR also eased and Group capex guidance was cut as a result of which the company is maintaining guidance of $1bn of cumulative FCF between 2024 & 2026 (albeit while acknowledging they are behind after the first year). Results look better for the equity than debt holders in PR we think
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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