New Street Research - Liberty Latin America Ltd (LILA) New Street: LILA US (Buy, TP: $17, +55%) Liberty LA Q4s Quick Take - Buy-back program lifted, nothing yet on Subsea, Panama gain boosts numbers

Report

New Street Research

Soomit Datta

EUR 8818.00 For Business Accounts Only

New Street: LILA US (Buy, TP: $17, +55%) Liberty LA Q4s Quick Take - Buy-back program lifted, nothing yet on Subsea, Panama gain boosts numbers

Liberty LA reported Q4s after close. Revenue came in 3.5% ahead whilst EBITDA was 3.2% ahead of expectations with the beat coming largely from a one-off gain in Panama it appears.

23/02/2022 1 EN

Underlying

Liberty Latin America Ltd

See profile

Provider

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

Soomit Datta

Other Reports on these Companies

New Street Research

Global EM Telcos & Towers – NSR EM Top picks Feb 25 update. Top-8 becomes Top-10, add LILAC and TIM Brasil

We update the NSR GEM Top Picks list. No stocks are dropped, and we add LILAC and TIM Brasil to our list, extending it to a Top-10 list from Top-8. Our picks had a good start, up 12% on average since the start of the year. This note also includes key news & other thoughts in order to help investors generate alpha within the EM Telco space.

EUR 8818.00

February 3, 2025 February 3, 2025 1 EN

New Street Research

LatAm Telcos – TIM/Vivo to Neutral; Wireless MVNO threats - NuCel / Brazil macro

As well as a broader regional recap, we focus on wireless MVNO threats: NuCel in Brazil, recapping also the experience of AMX in Mexico with Bait (Walmart).

EUR 8818.00

December 9, 2024 December 9, 2024 1 EN

New Street Research

Liberty LA (BUY, TP: $11, +61%) Liberty LA (BUY) - Puerto Rico: LILA equity risk overstated / CFO call feedbackx

Following Q3 results, PR guidance pull and a call with CFO, Chris Noyes, we are cutting estimates on Puerto Rico; we now value the local equity at zero ($3/share previously).

EUR 8818.00

December 9, 2024 December 9, 2024 1 EN

Nvidia: H20 exports to China banned. Walking on eggs.

Nvidia announced overnight that it will require a license to export H20 GPUs to China

April 16, 2025 April 16, 2025 1 EN

Blair Levin

Blair Levin

Will Another Trump Call for the FCC to Revoke the CBS Licenses Work?

Back in February, CBS complied with FCC Chair Carr’s request for the unedited transcript of the 60 Minutes interview with then Presidential candidate Kamala Harris. President Trump responded that the transcript justifies the FCC revoking the CBS license and forcing a shutdown of 60 Minutes. This past weekend, after two other 60 minutes segment Trump did not like, Trump again called for CBS to lose its licenses. In this note, we update our earlier analysis of whether the FCC will follow the President’s instructions.

EUR 8818.00

April 16, 2025 April 16, 2025 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

Tariffs & Broadcom: the baseline & what’s next:

Evaluating the consequences of tariffs is challenging. As we strengthen our understanding of the tech supply chain, we follow-up on our initial analysis, to evaluate the impact on Broadcom with more precision. This follows our recent deep dive on the impact on Nvidia

April 16, 2025 April 16, 2025 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

New Street: LILA US (Buy, TP: $17, +55%) Liberty LA Q4s Quick Take - Buy-back program lifted, nothing yet on Subsea, Panama gain boosts numbers

Global EM Telcos & Towers – NSR EM Top picks Feb 25 update. Top-8 becomes Top-10, add LILAC and TIM Brasil

LatAm Telcos – TIM/Vivo to Neutral; Wireless MVNO threats - NuCel / Brazil macro

Liberty LA (BUY, TP: $11, +61%) Liberty LA (BUY) - Puerto Rico: LILA equity risk overstated / CFO call feedbackx

Nvidia: H20 exports to China banned. Walking on eggs.

Will Another Trump Call for the FCC to Revoke the CBS Licenses Work?

Tariffs & Broadcom: the baseline & what’s next:

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe