VEON, Refinancing a Further Catalyst to a Rising Share Price
We see VEON (VEON US) as a major beneficiary of easing competition in Russian telecoms. But it is more than that with a number of catalysts...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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Vimpelcom. Compelling GEM Telco Play. Improvements in Russia and Italy Lead to Reinstated Dividend.
Vimpelcom (VIP US) is one of our strongest conviction buy calls in the GEM space. We see 39% upside to the share price with a price target of...
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5G: Will Enhanced TD-LTE Become a Stepping Stone to 5G?
5G considerations have moved to centre stage for operators, vendors, policy makers and regulators globally in recent months as technology roadmaps...
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What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
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