New Street Research - New Street: Altice (Buy, TP â‚¬7.1 from â‚¬5.8, +18%): More options for more types of shareholders

Report

New Street Research

Russell Waller

EUR 1169.70 For Business Accounts Only

New Street: Altice (Buy, TP â‚¬7.1 from â‚¬5.8, +18%): More options for more types of shareholders

Alticeâ€™s leverage has always been its best and worst feature. It attracts and detracts investors in equal measure.

15/01/2020 15 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

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Analysts

Russell Waller

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In this quick note we touch on our thoughts around the delay in the analyst day. We will follow up shortly with further thoughts on operating and financial trends.

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New Street: Altice (Buy, TP â‚¬7.1 from â‚¬5.8, +18%): More options for more types of shareholders

Frontier Model Update

FYBR: quick thoughts following the call Part 2

FYBR quick thought following the call

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