Report
Russell Waller
EUR 9212.00 For Business Accounts Only

New Street: NOS (Neutral, TP: €4.3, +9%) Q1 22: Good numbers at both B2C and B2B - Quick Take

NOS has reported another good set of numbers, with EBITDA c1% ahead of consensus expectations, (revenue is c4% ahead but supported by low margin B2B revenue).
Underlyings
NOS SGPS SA

Nos SGPS is a holding company which is based in Portugal. Through its subsidiaries, Co. operates as a provider of telecommunications and media services. Co.'s subsidiaries main activities are data transmission, cable and satellite television, and internet services.

Provider
New Street Research
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


Analysts
Russell Waller

Other Reports on these Companies
Other Reports from New Street Research

ResearchPool Subscriptions

Get the most out of your insights

Get in touch