New Street Research - Oi S.A. ON (OIBR3) ... New Street: TIMP3 BZ (Buy, TP: BRL20, +45%) , VIVT3 BZ (Buy, TP: BRL60, +15.8%) Brazilian Telcos - Vivo guide on Oi deal impact; comparisons with TIM

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New Street Research

Soomit Datta

EUR 9623.00 For Business Accounts Only

New Street: TIMP3 BZ (Buy, TP: BRL20, +45%) , VIVT3 BZ (Buy, TP: BRL60, +15.8%) Brazilian Telcos - Vivo guide on Oi deal impact; comparisons with TIM

Telefonica Brasil released a presentation last night with details of the impact of the Oi transaction. This comes ahead of an Investor call today at 9am ET (2pm UK) and follows TIM’s presentation on Monday of this week.

28/04/2022 1 EN

Underlyings

Oi S.A. ON

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

Tim Brasil SA

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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:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
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Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

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Analysts

Soomit Datta

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New Street: TIMP3 BZ (Buy, TP: BRL20, +45%) , VIVT3 BZ (Buy, TP: BRL60, +15.8%) Brazilian Telcos - Vivo guide on Oi deal impact; comparisons with TIM

NU US (Neutral, TP: $13, -15%) Q3 24: NuCel the Telco disrupter, diversifying from lending

VIVT3 (Buy, TP: R$61, +15%) TIMS3 (Buy, TP: R$23, +43%) AMX (Buy, TP: $22, +37%) Vivo (BUY) and Brazil Q3 wrap - TIM lagging in wireless. NuCel the perceived overhang

TIM Brasil (Buy, TP: R$23, +43%) - Q3 24: In-line trends, Nubank and pricing concerns linger

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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