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Netease (Neutral) Looks to an IPO for Its Mobile News App.

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Tencent Retains Financial Leadership in Chinese Internet with Strong 4Q15 Results

Tencent's Multiple Platforms Deliver Key Advantages

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>Strong results from <a href="https://www.smartkarma.com/entities/27" target="_blank" data-smartkarma-citation="entities:27">China Mobile Ltd</a> (CM) in particular are supportive of the Chinese internet stocks.  Our view has been that just looking at the macro economic numbers gives a false picture of the internet. Instead investors should be looking upstream at the telecom operators. And what we see there is supportive.</p><p>We look at 4G subscriber net additions and mobile internet traffic growth to provide a view on what consumers/ internet users are doing. People who buy a 4G handset intend to use it…</p>

Strong results from China Mobile Ltd (CM) in particular are supportive of the Chinese internet stocks.  Our view has been that just looking at the macro economic numbers gives a false picture of the internet. Instead investors should be looking upstream at the telecom operators. And what we see there is supportive.We look at 4G subscriber net additions and mobile internet traffic growth to provide a view on what consumers/ internet users are doing. People who buy a 4G handset intend to use it…

China Internet: Sector Inputs Supportive for Tencent and NetEase.