New Street Research - Axian Telecom - Initiation

Report

New Street Research

Chris Hoare

EUR 8822.00 For Business Accounts Only

Axian Telecom - Initiation

Axian Telecom is predominantly a mobile operator in several small African countries. The group has a $420m senior secured bond due in 2027 with YTW of 7.5%.

26/09/2024 1 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

Chris Hoare

Other Reports from New Street Research

Jonathan Chaplin

Jonathan Chaplin

CMCSA 1Q25 Quick Take

What’s new: Revenue in-line. EBITDA beat expectations handily, due mostly to better results in C&E. C&P revenue and EBITDA was in-line, with weak subscriber trends and slightly better than expected ARPU.

1h / 9m 1h / 9m 1 EN

Blair Levin

Blair Levin

In Good News for CMSCA, DIS (and Robocallers and Pirate Radio, Among Others), Court Upholds Commissioner Carr’s Views on Enforcement

What’s New: The Fifth Circuit overturned the FCC’s 2020 and 2024 decisions to impose a $57 million fine against T for actions related to improper use customer data. Based on a recent Supreme Court decision, the appellate court ruled that the FCC actions violate T’s Seventh Amendment right to a jury trial, likely upending broader FCC enforcement efforts. In this note we analyze the impact of the Court’s decision on our coverage universe generally and well as specifically to some of the companies that Chairman Carr is threatening with enforcement actions.

EUR 8822.00

1h / 10m 1h / 10m 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

LAM 2FQ25: beat driven by NAND upgrades & GAA. We are cautious. Neutral, $75 Target Price.

LAM reported 2Q25 yesterday. Please click the link below for our take on the print.

1h / 27m 1h / 27m 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

Axian Telecom - Initiation

CMCSA 1Q25 Quick Take

In Good News for CMSCA, DIS (and Robocallers and Pirate Radio, Among Others), Court Upholds Commissioner Carr’s Views on Enforcement

LAM 2FQ25: beat driven by NAND upgrades & GAA. We are cautious. Neutral, $75 Target Price.

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