New Street Research - NOS (NOS) NOS (Neutral, TP: €3.9, +8%) Q3 24: Yet another impressive quarter, but the wait for Digi goes on

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New Street Research

Russell Waller

EUR 9544.00 For Business Accounts Only

NOS (Neutral, TP: €3.9, +8%) Q3 24: Yet another impressive quarter, but the wait for Digi goes on

NOS has reported yet another good set of numbers, with Telco revenue and EBITDA +2.2% and +4.1% ahead of consensus expectations respectively.

30/10/2024 1 EN

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NOS

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Russell Waller

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NOS (Neutral, TP: €3.9, +8%) Q3 24: Yet another impressive quarter, but the wait for Digi goes on

Altice International (Over weight) Digi (Equal weight) NOS (Neutral, TP: €3.7, +10%) Vodafone (Buy, TP: £1.4, +94%) One week on: How is Digi doing in Portugal? Can FWA solve for a lack of fixed infrastructure?

NOS (Buy, TP: €3.8 +7%) Q2 24: Another impressive quarter; c9% divi yield, and possible c5% exceptional to come

Nvidia guide up, Palo Alto platformization, Soitec correction, and more. The Tech Weekly Wrap-up.

The Trade Desk (TTD, Neutral, $115) Upgrade to Neutral (+ Some Thoughts on Ventura)

PYPL US (BUY, TP: $100, +12%) SQ US (Neutral, TP $70 - UR) CFPB oversight over non-banks - does it matter? (PYPL/SQ)

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