New Street Research - Oi (Perf) (OIBR4) ... New Street: Brazil / Oi Q3s Quick Take - Inflection in residential fixed; MA still on track

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New Street Research

Soomit Datta

New Street: Brazil / Oi Q3s Quick Take - Inflection in residential fixed; M&A still on track

Oi reported good results overnight, with revenue 2% ahead and EBITDA 1% ahead of expectations.

13/11/2020 1 EN

Underlyings

Oi (Perf)

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OI S A

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US6708514012 Mexican Stock Exchange Brazil

Oi S.A. ON

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BROIBRACNOR1 BM&F Bovespa - Securities, Commodities and Futures Exchange Brazil

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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:

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Pan European Telecom Services and Cable

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Analysts

Soomit Datta

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New Street: Brazil / Oi Q3s Quick Take - Inflection in residential fixed; M&A still on track

New Street: Brazil Telcos: Oi (Neutral, TP: Under review) - New look, post disposals / Debt restructuring, Round II

New Street: Oi (Neutral, TP: under review) Oi Q1 22 - Pro-forma Leverage update: Still High

New Street: Oi (Neutral, TP: under review) Oi Q1 22 - Running the numbers on pro-forma Leverage: Still High

OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.

Airtel Africa (Buy, TP: GBp200, +85%) Second share buyback program

Takeaways from our conversation with VerticalScope (FORA-TO, Not rated)

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