New Street Research - British Telecom (BT) New Street: BT (Buy, 225p, +90%) Time for private buyers to start looking again?

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New Street Research

Ben Rickett ...

James Ratzer

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New Street: BT (Buy, 225p, +90%) Time for private buyers to start looking again?

It’s been a tough day to be Patrick Drahi, or Philip Jansen, or a mere sell-side analyst with a Buy rating on BT shares, but the market has taken no prisoners today.

03/11/2022 1 EN

Underlying

British Telecom

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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
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

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Analysts

Ben Rickett

James Ratzer

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New Street: BT (Buy, 225p, +90%) Time for private buyers to start looking again?

EU TELCOS: What a recessionary scenario might look like

UK Telecoms Access Review What now happens beyond 2031? BT (Buy, £2.40, + 48%)

BT (BUY): Q3 25 - Our Take and model update post Openreach KPIs

CHTR 1Q25 Quick Take: Net adds a little soft; EBITDA beat

NSR Policy Implications of Hegseth’s Woes on Key Spectrum Battle

Megacable (Neutral, TP: MXN55, +21%) Q1 25: Slightly slower but solid overall

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