Research
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dLocal - Argentina drives Q4 miss, and probably isn’t helping 2024 guideMarch 18, 2024 — Soomit Datta
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Vodafone IDEA actively looking to raise equity – our thoughts and implications for Bharti and JioMarch 18, 2024 — Chris Hoare
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NSR Policy: FCC Bulk Billing OrderMarch 18, 2024 — Blair Levin
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MTN Rwanda – Q4 23 Quick take: Good underlying trends; SR guidance maintainedMarch 18, 2024 — Chris Hoare
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China Tower (Buy) – Q4 23 Quick Take: Slower but decent quarter; dividend up 15.7% YoYMarch 18, 2024 — Chris Hoare
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PagSeguro (Buy, TP: $18, +25%) UPGRADE – Back to Buy on fundamentals; dusting down the M&AMarch 18, 2024 — Soomit Datta
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NBS: Accelerated Growth in Jan + Feb 2024March 17, 2024 — Jin Yoon
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US Telco Quick Hit: T-Mobile to invest in new fiber JVMarch 17, 2024 — Jonathan Chaplin
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Asia Telco Tour Feedback, Improving growth, ROCE and shareholder remuneration – Global Weekly ReviewMarch 16, 2024 — Chris Hoare
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Vodafone: Our take on the new look VodafoneMarch 15, 2024 — James Ratzer
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Altice France: Media sale - delevering target comes into viewMarch 15, 2024 — Russell Waller
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Global Telecoms Multiples 2024-03-15March 15, 2024 — NSR Team
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AI + Ads Speaker Recap: RDDT, TTD, AMZN (+), GOOGL (-). Feedback on META and CRTO tooMarch 15, 2024 — Dan Salmon
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CALL SLIDES - RDDT Top Takeaways from the RoadshowMarch 15, 2024 — Dan Salmon
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FYBR: Cash flow in steady stateMarch 15, 2024 — Jonathan Chaplin
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FYBR Steady State ModelMarch 15, 2024 — Jonathan Chaplin
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Liberty LA - T-Mobile FWA in Puerto Rico: clarification on pricingMarch 15, 2024 — Soomit Datta
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Swisscom and Vodafone announce a binding agreement for Vod Italy – Our takeMarch 15, 2024 — Russell Waller
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BEKE: 4Q23 Results - Transaction Volume Could be Under Pressure in 1QMarch 15, 2024 — Jin Yoon
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WB: 4Q23 Results - Near Term Visibility Remains LimitedMarch 15, 2024 — Jin Yoon