New Street Research - OI S A (OIBRQN) ... New Street: Brazil - Oi Wireless Auction outcome; deal split details

Report

New Street Research

Soomit Datta

New Street: Brazil - Oi Wireless Auction outcome; deal split details

The result of the Oi Wireless (UPI) auction was released today (14th), with no other bidder showing up and TIM, Vivo and Claro set to consolidate the market from 4 to 3.

15/12/2020 1 EN

Underlyings

OI S A

See profile

US6708514012 Mexican Stock Exchange Brazil

Oi S.A. ON

See profile

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

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

Soomit Datta

Other Reports on these Companies

New Street Research

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

Oi reported Q3s overnight “clean” for the first time of recent disposals (Wireless, Fibre).

EUR 9623.00

November 10, 2022 November 10, 2022 1 EN

New Street Research

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

Oi reported Q1s before the open. Fibre adds continue to slow (which we knew from Anatel data) though we gleaned more details on the revenue implications. Against this difficult backdrop we have also run an update on pro-forma leverage (for Q2 events: Wireless sale, V.tal deconsolidation and the latest Anatel deal) and see consolidated net debt (inc. Anatel liabilities) at over BRL13 billion as of Q1 2022 (and before a potential post-deal close payment on Wireless of up to BRL1.5 billion).

EUR 9623.00

June 30, 2022 June 30, 2022 1 EN

New Street Research

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

Oi reported Q1s before the open. Fibre adds continue to slow (which we knew from Anatel data) though we gleaned more details on the revenue implications.

EUR 9623.00

June 29, 2022 June 29, 2022 1 EN

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

o3, only a few steps away from AGI, is a game changer for AI adoption, monetization, and infrastructure. After the $1bn-to-train model, here is the $1m-inference model.

21h 21h 1 EN

Chris Hoare

Chris Hoare

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

Airtel Africa has announced a second share buyback program of up to $100m, with the first $50m tranche starting today until the 24th of April 2025. This is positive news and as we wrote HERE reflects the strength of execution of AAF

EUR 9623.00

December 23, 2024 December 23, 2024 1 EN

Dan Salmon

Dan Salmon

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

Yesterday we hosted the latest in our Digital Ad Exec Speaker Series with Chris Goodridge, President and COO of VerticalScope, (FORA-TO, Not rated), which operates 1,200+ online enthusiast communities with 100M+ monthly users (70% of which are in the US), generating $60M+ of digital ad revenue annually.

EUR 9623.00

December 20, 2024 December 20, 2024 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

New Street: Brazil - Oi Wireless Auction outcome; deal split details

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)

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