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

Thematic (Sector/Industry)

New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized wireless capacity, the transition around 2020 to 5G looks increasingly likely to be smooth for many operators, with little impact on capex or revenue trajectories. 5G does not change the key economics of network densification. Where these are good, 5G will thrive. Where they are poor, 5G deployment will be slower. Only in markets with strong asymmetry…

New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized wireless capacity, the transition around 2020 to 5G looks increasingly likely to be smooth for many operators, with little impact on capex or revenue trajectories. 5G does not change the key economics of network densification. Where these are good, 5G will thrive. Where they are poor, 5G deployment will be slower. Only in markets with strong asymmetry…

Report from Mobile World Congress: The Transition to 5G Comes into Focus.

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.

Russia

Mobile TeleSystems Public Joint Stock Company operates as a telecommunications and digital services provider. The Company offers fixed-line services, including fixed voice, broadband internet, and pay-television solutions. Mobile TeleSystems serves customers worldwide.

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Mobile TeleSystems PJSC (MBT US)

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...

New Street Research

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...

New Street Research

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