New Street Research - 3.45GHz Auction, Day 10 Update: Price Growth Slowed Considerably, But Reserve Still Likely To Be Met Tomorrow

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New Street Research

Philip Burnett

3.45GHz Auction, Day 10 Update: Price Growth Slowed Considerably, But Reserve Still Likely To Be Met Tomorrow

What's new: Bidding in the 3.45GHz auction has concluded for the day after round 38, with prices reaching $13.24BN, 1.5BN shy of the reserve price of $14.77BN.

19/10/2021 3 EN

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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
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Analysts

Philip Burnett

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3.45GHz Auction, Day 10 Update: Price Growth Slowed Considerably, But Reserve Still Likely To Be Met Tomorrow

Bible 1Q24 – Foundries: leading-edge strong; Trailing-edge correction playing out.

VEON (Buy, TP: $40, +55%) Thoughts after the call

Reddit (RDDT, Neutral, $54 target) Data licensing tracking our base case after OpenAI deal

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