New Street: LatAm TMT: Four potential deals for 2020 (and the best ways to play them)
Despite the announcement that John Malone is to retire from the Board of Liberty LatAm, we think the M&A narrative in the region is alive and well. We focus on four areas where we could see movement and pick out TIM Brasil, Millicom and Liberty Latin America as top picks into 2020 based on fundamentals, valuation and exposure to this theme.
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
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