New Street Research - OI S A (OIBRQN) ... New Street Oi (Buy) - CEO dinner in London: Fixed Monetisation also in Focus

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New Street Research

Soomit Datta

EUR 1205.90 For Business Accounts Only

New Street Oi (Buy) - CEO dinner in London: Fixed Monetisation also in Focus

Oi (Buy) put out a press release this morning which seems somewhat esoteric - and mired in Brazil bankruptcy detail - but explains why Oi applied earlier in the year to extend the RJ and, to us, points toward progress as regards a sale of its wireless business

04/03/2020 2 EN

Underlyings

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.

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Analysts

Soomit Datta

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New Street Oi (Buy) - CEO dinner in London: Fixed Monetisation also in Focus

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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