New Street Research - 3.45GHz, Day 13 Update: Auction Continued Slowing; ~$20BN Outcome Seems Increasingly Likely

Report

New Street Research

Philip Burnett

3.45GHz, Day 13 Update: Auction Continued Slowing; ~$20BN Outcome Seems Increasingly Likely

What's new: Bidding in the 3.45GHz auction has wrapped for the day, with gross proceeds landing at $19.2BN, for an implied auction price of $0.63/MHz-POP.

22/10/2021 3 EN

Provider

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

See profile

Analysts

Philip Burnett

Other Reports from New Street Research

Pierre FerraguÊ

Pierre FerraguÊ

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

Today, we are publishing the Foundries section of our 23rd Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Cloud Infrastructure, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, and Semicap Equipment. In the foundry market, leading-edge demand remains strong, driven primarily by AI infrastructure. The outlook for the tra...

22h / 12m 22h / 12m 1 EN

Chris Hoare

Chris Hoare

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

VEON hosted a call post Q1 earnings.

EUR 9179.00

22h / 47m 22h / 47m 1 EN

Dan Salmon

Dan Salmon

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

RDDT and OpenAI announced their long-awaited partnership (OpenAI CEO Sam Altman was an early investor in RDDT and owned 9% pre-IPO). We don't think the deal is a surprise to the buyside, and our model assumed OpenAI was added before the end of 3Q24.

EUR 9179.00

22h / 55m 22h / 55m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

3.45GHz, Day 13 Update: Auction Continued Slowing; ~$20BN Outcome Seems Increasingly Likely

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

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe