New Street Research - Tim Brasil SA (TIMP3) New Street: TELCOS INTO FINTECH - Meeting notes with TIM Brasil (Buy) Head of Financial Services

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New Street Research

Soomit Datta

New Street: TELCOS INTO FINTECH - Meeting notes with TIM Brasil (Buy) Head of Financial Services

We hosted a call with Renato Ciuchini, Head of Financial Services at TIM Brasil, on Monday to look into the Fintech opportunities for TIM Brasil and the wireless sector more broadly in the region.

25/11/2020 5 EN

Underlying

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:

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Pan European Telecom Services and Cable

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Analysts

Soomit Datta

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New Street: TELCOS INTO FINTECH - Meeting notes with TIM Brasil (Buy) Head of Financial Services

5G FWA in EM Rapidly falling CPE prices likely to accelerate adoption in EM

Telecom Italia (Buy, €0.35, +58%) Piecing together the puzzle post-CMD

TIMS3 (Buy, TP: BRL23, +27%) TIM B - Improving cash returns, though there should be a lot more to come

Frontier Model Update

FYBR: quick thoughts following the call Part 2

FYBR quick thought following the call

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