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

JD.com 3Q17: Earnings Beat but GMV Growth Tapers; 4Q Guidance In-Line

Alibaba Superior Use of Ad Tech Leads to Much Higher Revenue Guidance. More to Come?

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

Alibaba 4Q17 Earnings Preview: All Eyes on 'New Retail' & Cloud

China Internet: Alibaba Meeting Note - Update on Ecosystem, Monetization, and O2O

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)

China Internet software and services / Thematic (Sector/Industry)

Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, <a href="https://www.smartkarma.com/profiles/1920" target="_blank" data-smartkarma-citation="accounts:1920">Kirk Boodry</a> sees room for some stocks to appreciate further. Global Internet shares appear to have plateaued which has led to concerns that the Chinese names would also pause, but a stronger secular growth story and multiple avenues of monetization versus US peers makes us more optimistic that the China story has room to run.Market cap for mega caps - Chinese names are catching…

Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, Kirk Boodry sees room for some stocks to appreciate further. Global Internet shares appear to have plateaued which has led to concerns that the Chinese names would also pause, but a stronger secular growth story and multiple avenues of monetization versus US peers makes us more optimistic that the China story has room to run.Market cap for mega caps - Chinese names are catching…

China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities