New Street Research - United/11 Drillisch: Risks rising - Downgrade both to Neutral

Report

New Street Research

Andrew Entwistle ...

James Ratzer
Russell Waller

EUR 1148.20 For Business Accounts Only

United/1&1 Drillisch: Risks rising - Downgrade both to Neutral

UI and DRI shares have had a tough few months as the market absorbs several bits of new newsflow.

22/08/2018 16 EN

Provider

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
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

See profile

Analysts

Andrew Entwistle

James Ratzer

Russell Waller

Other Reports from New Street Research

Russell Waller

Russell Waller

Swisscom (Neutral, TP: CHF609, -9%) Q4 25: A good EBITDA beat thanks to Italy synergies

Swisscom has reported a good set of Q4 numbers; a small SR miss, but EBITDAaL is c2% ahead thanks to faster than expected synergy delivery in Italy (Italy EBITDAaL c+8% ahead).

EUR 8428.00

1h / 31m 1h / 31m 1 EN

Chris Hoare

Chris Hoare

Singtel (Buy, S$6.2, +20%) Q3 FY26 Quick Take: Slower but still decent

With shares at all time high, Singtel delivered good results. Core profit growth slowed as Singtel Singapore deteriorated further, but NCS and Optus continue to perform well and associates’ contribution from AIS and Bharti were strong. It would appear the share price consolidation following the STT GDC acquisition is already over.

EUR 8428.00

2h / 22m 2h / 22m 1 EN

Dominic Rose ... (+2)

Dominic Rose
Naresh Chouhan

GSK - Cut to Sell - Recent Surge Unjustified (SELL [HOLD], TP £19 [18], 17pgs)

For access to the full note, please contact Naresh Chouhan ( )

EUR 4214.00

3h / 52m 3h / 52m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

United/1&1 Drillisch: Risks rising - Downgrade both to Neutral

Swisscom (Neutral, TP: CHF609, -9%) Q4 25: A good EBITDA beat thanks to Italy synergies

Singtel (Buy, S$6.2, +20%) Q3 FY26 Quick Take: Slower but still decent

GSK - Cut to Sell - Recent Surge Unjustified (SELL [HOLD], TP £19 [18], 17pgs)

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe