VEON: The Wind Tre Refinancing Begins. Another Leg to the Recovery Story.
VEON (VEON US) is undertaking a number of initiatives to optimize its capital structure. We wrote about this in VEON, Refinancing a Further...
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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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Russian Telco Results Confirm Market Recovery. Veon (Ex Vimpelcom) One of Our Top GEM Picks.
VEON (VEON US) (formerly Vimpelcom) was the first Russian focused telco to report 2Q numbers some time ago. We have now also seen MTS's (MBT...
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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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