New Street: Brazilian Wireless consolidation: The Beginning of the Endgame
In what looks to be the beginning of the end of the Oi consolidation saga, the Superintendency of the Brazilian Competition Authority, CADE, has announced it has recommended the approval of the Oi deal, subject to certain (limited) remedies. We run through the next steps in this note and remind investors what’s at stake here. Next up: 5G auction results expected tomorrow (Nov 4th): see 5G Auction Outlook for our expectations.
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
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.