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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

<p><a href="https://www.smartkarma.com/entities/14026" target="_blank" data-smartkarma-citation="entities:14026:1">VEON (VEON US)</a> (formerly Vimpelcom) was the first Russian focused telco to report 2Q numbers some time ago. We have now also seen <a href="https://www.smartkarma.com/entities/24016" target="_blank" data-smartkarma-citation="entities:24016:1">MTS's (MBT US)</a> and <a href="https://www.smartkarma.com/entities/24017" target="_blank" data-smartkarma-citation="entities:24017:1">MegaFon (MFON LI)</a> numbers (MFON just out) which confirm a modest market recovery in Russia.</p><p>VEON's 2Q17 results were over 3% above consensus estimates for both revenues and Ebitda. We are particularly encouraged by the strong FCF generation which rose 20% YoY (and +50% vs 1Q) to US$293m. Rising FCF generation has allowed management to reiterate their…</p>

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 US) and MegaFon (MFON LI) numbers (MFON just out) which confirm a modest market recovery in Russia.VEON's 2Q17 results were over 3% above consensus estimates for both revenues and Ebitda. We are particularly encouraged by the strong FCF generation which rose 20% YoY (and +50% vs 1Q) to US$293m. Rising FCF generation has allowed management to reiterate their…

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

Pakistan

Dawood Hercules Corporation Ltd. operates as an investment holding company. The Company provides information technology and financial services, food, fertilizer and chemical manufacturing, as well as energy and storage services.

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Dawood Hercules Corp (DAWH PA)

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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