New Street Research - COVID – Delta Variant to Drive US Third Wave (5pgs)

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New Street Research

Dominic Rose ...

Naresh Chouhan

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COVID – Delta Variant to Drive US Third Wave (5pgs)

We provide clear evidence that the Delta Variant has taken hold in the US and we are expecting an imminent update from the CDC on the latest data. In the UK, the Delta variant took

22/06/2021 5 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.

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

Dominic Rose

Naresh Chouhan

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COVID – Delta Variant to Drive US Third Wave (5pgs)

South African Telcos Continuous (modest) improvements; CY24 H2 review

Reliance Industries (Buy, TP: INR 1,700, +26%) Q4 FY25 Quick Take: Strong topline delivery by Retail and O2C; sustained profit growth at Jio

Deutsche Telekom (Buy, €42, +35%) Reaction post-TMUS move

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