New Street Research - Weekend Update – Impact of Russia’s Invasion on Policy and Cable’s Upcoming Win on Poles

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New Street Research

Blair Levin

EUR 9190.00 For Business Accounts Only

Weekend Update – Impact of Russia’s Invasion on Policy and Cable’s Upcoming Win on Poles

Plus, Quick Hits on Tegna Acquisition, Sohn Vote, End of DISH/TMUS 3G Dispute, Calm First Week of Alarmaggedon, and Two Paths Diverging for How to Use Spectrum Auction Revenues.

28/02/2022 1 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

Blair Levin

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Weekend Update – Impact of Russia’s Invasion on Policy and Cable’s Upcoming Win on Poles

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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