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)

Thailand Telecom services / Thematic (Sector/Industry)

<p>Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan - separate note).</p><h2>Australia:</h2><p><strong>Telstra FY18 results were in line, beating bearish fears. However, subscriber growth comes at a cost.</strong></p><p><a href="https://www.smartkarma.com/entities/690" target="_blank" data-smartkarma-citation="entities:690:1">Telstra (TLS AU)</a> reported FY18 results in line with guidance (which was reaffirmed on 14 May), although towards the low end on EBITDA. FCF remains strong at A$4.9bn, again well supported by one-off NBN receipts. Telstra confirmed…</p>

Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan - separate note).Australia:Telstra FY18 results were in line, beating bearish fears. However, subscriber growth comes at a cost.Telstra (TLS AU) reported FY18 results in line with guidance (which was reaffirmed on 14 May), although towards the low end on EBITDA. FCF remains strong at A$4.9bn, again well supported by one-off NBN receipts. Telstra confirmed…

Asian Telco Wrap: Catching up with Results Around the Region