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

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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.

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 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

NSR Policy: It’s the Election, Stupid (or Is It?): Comparing Harris and Trump on Leadership

Altice Pre-3Q24 Model Update

T-Mobile selling 3.45GHz portfolio

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