New Street Research - Liberty Global plc LiLAC (LILAB) Liberty Latin America (Buy, TP:$13.9, +179%) Feedback from call with CFO

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New Street Research

Chris Hoare

EUR 8812.00 For Business Accounts Only

Liberty Latin America (Buy, TP:$13.9, +179%) Feedback from call with CFO

We hosted a Zoom call with Liberty Latin America CFO, Chris Noyes, and Head of IR, Soomit Datta on Friday last week. We came away encouraged that Puerto Rico has inflected, and good performance elsewhere is sustainable

30/05/2025 1 EN

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Liberty Global plc LiLAC

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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

Chris Hoare

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Liberty Latin America (Buy, TP:$13.9, +179%) Feedback from call with CFO

GEM Telcos: Consolidation – THE theme driving improved trends for EM Telcos – how far can it go?

Liberty Latin America (Buy, TP: $14.5, +164%) Q1 25: Mixed; weak PR (again), solid elsewhere; MT guidance withdrawn

Altice France (Overweight) Key questions from the Q1 25 results and model update

Vodafone (Buy, 120p, +56%) Was 135p Target price/ model update: The UK ups and the German downs

EchoStar Certified More Licenses

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