New Street Research - Airtel Africa Plc (AIRTELAF) Airtel Africa (Buy) - Feedback from small group call

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New Street Research

Chris Hoare

EUR 9403.00 For Business Accounts Only

Airtel Africa (Buy) - Feedback from small group call

We hosted a generally bullish call with the CEO of Airtel Africa. AAF is confident that it has a long runway to continue to grow at double digit rates, which despite macro challenges we do not think is priced currently.

31/03/2023 1 EN

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Airtel Africa Plc

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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.

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Pan European Telecom Services and Cable

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Analysts

Chris Hoare

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Airtel Africa (Buy) - Feedback from small group call

5G FWA in EM Rapidly falling CPE prices likely to accelerate adoption in EM

African Telcos Deep dive on Fintech valuations; stay Bullish on AAF and MTN

Sub-Saharan African Telecoms Good performance in a challenging macro environment; Q2 23 review

Netflix (NFLX, Neutral, $600 target) NFLX First Take: Disclosure Change Underscores Maturing Business

Tele2 (Neutral, TP: SEK 110, +13%) Q1 24: A good start to the European Telco Q1 24 earnings season

TSMC 1Q24: Auto cycle hits; leading-edge demand remains strong

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