New Street Research - OI S A (OIBRQN) New Street: Brazil/Oi - Catalysts coming from June 15th (Plan Amendments, further Wireless interest)

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New Street Research

Soomit Datta

New Street: Brazil/Oi - Catalysts coming from June 15th (Plan Amendments, further Wireless interest)

June 15th should be a pretty key date for Oi and the Brazilian telco landscape. It's the rescheduled release for Oi's Q1 results and set to coincide with the filing of its Plan amendment docs for the General Creditor Meeting (GCM).

03/06/2020 3 EN

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OI S A

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US6708514012 Mexican Stock Exchange Brazil

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Soomit Datta

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New Street: Brazil/Oi - Catalysts coming from June 15th (Plan Amendments, further Wireless interest)

New Street: TIMP3 BZ (Buy, TP: BRL22, +57%) VIVT3 BZ (Buy, TP: BRL60, +20%) OIBR3 BZ (Buy, TP: BRL0.9, -10%) Brazilian Wireless Consolidation CADE approves, Anatel considers; BRL25 billion of synergies to shoot for

New Street: Brazilian Telecoms – 5G Auction Watch; FCF Profile should be in Focus

Monthly LMI Update Independent Investment Research

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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