Differentiated global TMT & Internet Research

New Street Research Insights

New Street Research

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. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
US Healthcare
Japanese Healthcare

We also provide debt research on:
Pan European Telecom Services and Cable

Equity Bottom-Up

Continuing a pattern, <a href="https://www.smartkarma.com/entities/26" target="_blank" data-smartkarma-citation="entities:26">Tencent Holdings Ltd</a> (Tencent) again delivered strong numbers. That strength is being seen across its business lines and margins are also rising. Net Income missed expectations on losses from investments / associates and higher taxes but we would stress the positive operating performance in these results.Tencent remains New Street Research's top thematic pick in the China internet space. The 4Q15 results show the power of its platform. It dominates mobile engagement through…

Continuing a pattern, Tencent Holdings Ltd (Tencent) again delivered strong numbers. That strength is being seen across its business lines and margins are also rising. Net Income missed expectations on losses from investments / associates and higher taxes but we would stress the positive operating performance in these results.Tencent remains New Street Research's top thematic pick in the China internet space. The 4Q15 results show the power of its platform. It dominates mobile engagement through…

Tencent Retains Financial Leadership in Chinese Internet with Strong 4Q15 Results

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Thematic (Sector/Industry)

The Morningstar® Exponential Technology Index is designed to provide exposure to equities identified by Morningstar’s Equity Research team as positioned to experience meaningful economic benefits as a user or producer of promising technologies.The index consists of 200 stocks that are equally weighted. It is reconstituted annually in December. This report was originally published in December following the reconstitution, but is being republished here as a fork of <a href="https://www.smartkarma.com/profiles/346" target="_blank" data-smartkarma-citation="accounts:346">CM Research</a> latest note <a href="https://www.smartkarma.com/insights/big-data-as-an-investment-theme" target="_blank" data-smartkarma-citation="insights:2975">Big Data as an Investment Theme</a>, to highlight ways to get exposure to this and other important themes.In addition to details of the Index constituents, subscribers will find a presentation on the index methodology attached.

The Morningstar® Exponential Technology Index is designed to provide exposure to equities identified by Morningstar’s Equity Research team as positioned to experience meaningful economic benefits as a user or producer of promising technologies.The index consists of 200 stocks that are equally weighted. It is reconstituted annually in December. This report was originally published in December following the reconstitution, but is being republished here as a fork of CM Research latest note Big Data as an Investment Theme, to highlight ways to get exposure to this and other important themes.In addition to details of the Index constituents, subscribers will find a presentation on the index methodology attached.

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion gigabytes).Ask any CEO how he expects to sell more products and cut more costs and he will tell you that Big Data features prominently in his strategy. Big Data refers to the technology processes by which companies can profit from the large amounts of data to which they have access.But investors who want to ride the Big Data wave are finding that it is not that easy to identify where to invest.In this report, we delve deep down into the Big Data supply chain and look at where the investment opportunities really lie.&nbsp;

During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion gigabytes).Ask any CEO how he expects to sell more products and cut more costs and he will tell you that Big Data features prominently in his strategy. Big Data refers to the technology processes by which companies can profit from the large amounts of data to which they have access.But investors who want to ride the Big Data wave are finding that it is not that easy to identify where to invest.In this report, we delve deep down into the Big Data supply chain and look at where the investment opportunities really lie.&nbsp;

<a href="https://www.smartkarma.com/entities/446" target="_blank" data-smartkarma-citation="entities:446">Jd.Com Inc Adr</a>  (JD) reported pretty strong 4Q15 numbers overnight. Revenues and GMV (gross merchandise value) were above expectations but the company missed on profits due to impairment charges related to Paipai shutdown (operating costs RMB 2.5bn) and a write-down in BitAuto Holdings (non-operating costs RMB 3bn). Overall revenues (GMV) for 2015 grew to $68.9bn with net revenues of $28bn.   The non GAAP net loss was $131.3m.The key in these results though was the 79% core GMV growth, which…

Jd.Com Inc Adr  (JD) reported pretty strong 4Q15 numbers overnight. Revenues and GMV (gross merchandise value) were above expectations but the company missed on profits due to impairment charges related to Paipai shutdown (operating costs RMB 2.5bn) and a write-down in BitAuto Holdings (non-operating costs RMB 3bn). Overall revenues (GMV) for 2015 grew to $68.9bn with net revenues of $28bn.   The non GAAP net loss was $131.3m.The key in these results though was the 79% core GMV growth, which…

JD.com: Strong Revenue Growth, Rising Margins and More to Come.

Information Technology Consultant

Ishita Jain

From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military just a few years ago, drones are quickly becoming favorites in many industries due to their low cost, ease of operation and effectiveness in carrying out otherwise manual tasks. This article sets out to introduce the industry and offer some ideas on how to invest in it.

From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military just a few years ago, drones are quickly becoming favorites in many industries due to their low cost, ease of operation and effectiveness in carrying out otherwise manual tasks. This article sets out to introduce the industry and offer some ideas on how to invest in it.

China

Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.

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Alibaba Group Holding (BABA US)

Tencent Retains Financial Leadership in Chinese Internet with Strong 4Q15 Results

Continuing a pattern, Tencent Holdings Ltd (Tencent) again delivered strong numbers. That strength is being seen across its business lines and...

New Street Research

Morningstar Exponential Technology Index

The Morningstar® Exponential Technology Index is designed to provide exposure to equities identified by Morningstar’s Equity Research team as...

Morningstar, Inc.

Big Data as an Investment Theme

During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion...

CM Research

JD.com: Strong Revenue Growth, Rising Margins and More to Come.

Jd.Com Inc Adr (JD) reported pretty strong 4Q15 numbers overnight. Revenues and GMV (gross merchandise value) were above expectations but the...

New Street Research

Investing in Drones

From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military...

Ishita Jain

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