China Internet: Strong Trends in Online Entertainment Show Tencent's Dominance.

China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities

Looking Ahead to JD.com's 3Q Results: Sector Growth Continues While Competitive Concerns Overdone.

Alibaba: Room to Grow from ECommerce and Cloud Services

Sina/Weibo: 4Q16 Results Show Rapid Mobile Video Growth. We Prefer Sina over Weibo.

Softbank 2.0 Is Coming But, for Now, Upside Is Driven by Sprint/Alibaba.

Japan Telcos: Focus Remains on Cash Flow and Dividends. Competition Is Relatively Benign.

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)

<p>Listed Chinese Internet companies posted 26% YoY revenue growth in 4Q16, a modest rebound from 22% growth in 3Q but still below the low 40s growth in 1H. The slowdown in 2016 was partly caused by regulatory changes with the Government removing a significant portion of healthcare advertising in May 2016 and then tightening property regulations in September. We expect some modest expansion of growth rates from 2Q17 as the sector laps regulatory headwinds in search. Within the advertising segment…</p>

Listed Chinese Internet companies posted 26% YoY revenue growth in 4Q16, a modest rebound from 22% growth in 3Q but still below the low 40s growth in 1H. The slowdown in 2016 was partly caused by regulatory changes with the Government removing a significant portion of healthcare advertising in May 2016 and then tightening property regulations in September. We expect some modest expansion of growth rates from 2Q17 as the sector laps regulatory headwinds in search. Within the advertising segment…

China Internet: Online Advertising Now >50% of Total Chinese Ad Spend.