New Street Research - British Telecom (BT) Upper 6-GHz: Further regulatory support for sector

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New Street Research

James Ratzer

EUR 8957.00 For Business Accounts Only

Upper 6-GHz: Further regulatory support for sector

On Monday, we published our sector outlook for 2024 and one of our key supports for the sector is the idea that the regulation can act as a tailwind for the sector. Readers of our work will know we have been exploring the upper-6GHz spectrum band, and therefore we have been interested in the World Radio Congress decision taken on this last week. In this note, we review next steps on this potentially transformative spectrum band.

21/12/2023 1 EN

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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
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Asian Internet
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Pan European Telecom Services and Cable

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Analysts

James Ratzer

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Upper 6-GHz: Further regulatory support for sector

EU TELECOMS REFRESH: Can the outperformance continue?

Cityfibre/ Sky/ BT: Our take A deal we have been expecting for some time

BT (Buy, 225p, +60%) Bharti deal will trigger more buying in the market

NSR Policy: It’s the Election, Stupid (or Is It?): Comparing Harris and Trump on Leadership

Altice Pre-3Q24 Model Update

T-Mobile selling 3.45GHz portfolio

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