New Street Research - Liberty Global plc LiLAC (LILAB) Liberty LA (Buy, TP: $14, +66%) CFO call notes, inc. focus on Chile

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New Street Research

Soomit Datta

EUR 9599.00 For Business Accounts Only

Liberty LA (Buy, TP: $14, +66%) CFO call notes, inc. focus on Chile

We hosted a call with Liberty LA CFO, Chris Noyes, this week running through the broader equity thesis as well as providing an update on Chile following the recent recap news.

16/06/2023 1 EN

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Liberty Global plc LiLAC

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New Street Research

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Pan European Telecom Services and Cable

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Analysts

Soomit Datta

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Liberty LA (Buy, TP: $14, +66%) CFO call notes, inc. focus on Chile

Liberty LA (BUY, TP: $13, +38%) Liberty LA / LCPR bonds - Outlook into Q3, focus on Puerto Rico; launch of Loop Telecom

LatAm Telcos - EM wireless concentration: LatAm points to Millicom and LiLAC

Liberty LA (Buy, TP: $13, +45%) AMX (Buy, TP: $22 (from $24), +40%) Liberty LA cements Chile exit, longer road for AMX ClaroVTR model update

Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the heart of the issue

SATS: DBS merger breaks

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

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