Report
James Ratzer

New Street: UK overbuilders deep-dive report: More money flowing, but still look challenged

In this deep-dive note, we revisit the UK overbuilders following our previous reviews in November 2019 and November 2018. 2020 saw substantial capital raising for the group and therefore altnet build will be faster than we expected a year ago.
Underlyings
Liberty Global plc Cl B

Liberty Global Plc Class C

Provider
New Street Research
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


Analysts
James Ratzer

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