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

<p>These days, Telcos are often seen as near utilities. New Street Research believes this is a dangerous belief. Telecoms is a technology business and the fact that the industry looks broadly similar to 20 years ago does not mean the status quo will remain. &nbsp;The growth of data is the trigger for change. For a variety of reasons we believe a "reversion to mean" for telcos will unfold with high return and value markets underperforming and some low return markets outperforming. &nbsp;Markets at risk include Thailand and Malaysia while India stands out as a potential winner.</p>

These days, Telcos are often seen as near utilities. New Street Research believes this is a dangerous belief. Telecoms is a technology business and the fact that the industry looks broadly similar to 20 years ago does not mean the status quo will remain. &nbsp;The growth of data is the trigger for change. For a variety of reasons we believe a "reversion to mean" for telcos will unfold with high return and value markets underperforming and some low return markets outperforming. &nbsp;Markets at risk include Thailand and Malaysia while India stands out as a potential winner.

Beware highly  valued EM Telcos. We expect reversion to mean and see opportunity in the laggards.

Advanced Info Service

Beware highly valued EM Telcos. We expect reversion to mean and see opportunity in the laggards.