New Street Research - Auction 108, Week 5 update: Frankenstein auction on last breath

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New Street Research

Philip Burnett

EUR 9179.00 For Business Accounts Only

Auction 108, Week 5 update: Frankenstein auction on last breath

What's new: The FCC has concluded 69 rounds of the 2.5GHz auction, with gross proceeds standing at $426MM.

28/08/2022 1 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.

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Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
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Pan European Telecom Services and Cable

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Analysts

Philip Burnett

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Auction 108, Week 5 update: Frankenstein auction on last breath

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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