New Street Research - LiLAC C (LILAK) Liberty LA (Buy, TP: $14.8, +120%) Feedback from small group call with CFO

Report

New Street Research

Chris Hoare

EUR 9627.00 For Business Accounts Only

Liberty LA (Buy, TP: $14.8, +120%) Feedback from small group call with CFO

We hosted a small group Zoom call with Liberty Latin America CFO, Chris Noyes, and Head of IR, Kunal Patel on Monday. Overall tone was positive. Thoughts and feedback below.

28/02/2025 1 EN

Underlying

LiLAC C

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

Chris Hoare

Other Reports on these Companies

New Street Research

New Street: LILA (Buy, TP: $17, +50%) Liberty LA - Telxius Subsea exit by KKR: Read across and FY preview

We look ahead to Liberty LA FY numbers and focus on some of the nuances around Liberty Mobile in Puerto Rico: roaming swings, integration costs, synergies. Ultimately, we think the market may be a touch high here for FY 22 (though fundamentally we still like the PR business).

EUR 9627.00

February 2, 2022 February 2, 2022 1 EN

Independent Investment Research

Monthly LMI Update Independent Investment Research

Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked. This compares to the total dividends of 5 cents per share in FY20. The Board has confirmed that, in...

August 6, 2021 August 6, 2021 10 EN

MTN (Buy, TP: ZAR130, +10%) MTN Nigeria – Q4 24 Quick Take: Solid underlying trends; Expecting a recovery in margins in the medium term

MTN Nigeria has reported a good set of Q4 results. Headline revenue and EBITDA were very strong, helped by a one off in revenue. Underlying trends remained solid and came in above our expectations.

EUR 9627.00

1h / 47m 1h / 47m 1 EN

Blair Levin

Blair Levin

NSR Policy: Verizon Now Faces Trump Transaction Tax

Yesterday, FCC Chairman Carr revealed that he had sent a letter to Verizon, suggesting that the FCC’s review of the VZ/FYBR deal will now include a review of Verizon’s DEI program. In this note, we analyze the implications of Carr’s raising that issue late in the process of the merger review.

EUR 9627.00

2h / 25m 2h / 25m 1 EN

Jonathan Chaplin

Jonathan Chaplin

Broadband: Thesis challenging insights from the front lines

I am flying back from Metro Connect where I had 20+ meetings with fiber companies over two days. We encountered some perspectives that challenged our view of how the broadband market will evolve. I have some work to do with the team to determine how much these insights will impact the thesis, but I thought I would share the fresh insights now, in case any of you want to start working on this in parallel.

EUR 9627.00

2h / 28m 2h / 28m 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

Liberty LA (Buy, TP: $14.8, +120%) Feedback from small group call with CFO

New Street: LILA (Buy, TP: $17, +50%) Liberty LA - Telxius Subsea exit by KKR: Read across and FY preview

Monthly LMI Update Independent Investment Research

MTN (Buy, TP: ZAR130, +10%) MTN Nigeria – Q4 24 Quick Take: Solid underlying trends; Expecting a recovery in margins in the medium term

NSR Policy: Verizon Now Faces Trump Transaction Tax

Broadband: Thesis challenging insights from the front lines

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