New Street Research - US Policy Sohn Confirmation Prospects

Report

New Street Research

Blair Levin

EUR 9179.00 For Business Accounts Only

US Policy Sohn Confirmation Prospects

Plus: Big Tech State Squeeze, New Momentum for New Tech Agency, A New Overbuilder (T!), and Scary (and Probably Wrong) Data on What Federal Funds Won’t Do.

19/09/2022 1 EN

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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
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

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Pan European Telecom Services and Cable

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Analysts

Blair Levin

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US Policy Sohn Confirmation Prospects

Bible 1Q24 – Foundries: leading-edge strong; Trailing-edge correction playing out.

VEON (Buy, TP: $40, +55%) Thoughts after the call

Reddit (RDDT, Neutral, $54 target) Data licensing tracking our base case after OpenAI deal

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