EVENT REPLAY
TELECOMS HIGH YIELD LATAM COVERAGE - INTRO CALL
July 17, 2023 — 3pm UK / 10am EST
Virtual
Hosted by Soomit Datta
Following a report out this week picking up coverage of LatAm Telecom High YieldĀ NEW STREET RESEARCH analyst SOOMIT DATTA will host a call to run through the key takeaways.
Following a similar initiative in Europe, we are picking up closer coverage of the high yield names in LatAm. In part there is a capital structure overlap with existing equities under coverage (Liberty LA and Millicom) but we have also separately engaged on new names: WOM in Chile (wireless, FTTH) and Totalplay in Mexico (FTTH). Our understanding of these additional names should foster better understanding of the relevant regional equities also (AMX, MegacableĀ Televisa).
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