Russian Telco Results Confirm Market Recovery. Veon (Ex Vimpelcom) One of Our Top GEM Picks.

VEON, Refinancing a Further Catalyst to a Rising Share Price

VEON: The Wind Tre Refinancing Begins. Another Leg to the Recovery Story.

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Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

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Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/14026" target="_blank" data-smartkarma-citation="entities:14026:1">Vimpelcom (VIP US)</a> 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 $5.70. It will soon change its name to Veon (AGM on 30 March) and seek a secondary listing in Amsterdam. While results are mixed across their geographies, they are improving in the key Italian and Russian markets (which account for 36% and 32% of total EV respectively). There are two key parts to the positive thesis:The first draws on Italian market repair…

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 $5.70. It will soon change its name to Veon (AGM on 30 March) and seek a secondary listing in Amsterdam. While results are mixed across their geographies, they are improving in the key Italian and Russian markets (which account for 36% and 32% of total EV respectively). There are two key parts to the positive thesis:The first draws on Italian market repair…

Vimpelcom. Compelling GEM Telco Play. Improvements in Russia and Italy Lead to Reinstated Dividend.