Chinese Telecoms: The Demand Opportunity Remains Intact.

Narrow-Moat China Mobile Reports Weaker Third Quarter on Roaming and Long-Distance Removal

China Mobile: Revenue Slowdown, Profitability Intact.

From Famine Comes Feast: China Mobile's Strong 1Q16 Driven by Rising Mobile Data Usage

Chinese Telcos: Underlying Return Story Intact Despite Poor Quarterly Results.

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>We remain positive on <a href="https://www.smartkarma.com/entities/27" target="_blank" data-smartkarma-citation="entities:27:1">China Mobile (CM) (941 HK)</a> which recently released solid 2Q16 results and open the door for upside to earnings estimates.  Revenue growth seems to be accelerating which is offsetting cost increases post the tower disposal in 2015. The strong revenue growth was driven by a strong 4G ARPU performance where ARPU’s saw a sequential increase in H116 versus H215 (ARPU rose 3% YoY). </p><p>Revenue growth seems to be accelerating which is offsetting cost increases post the tower disposal…</p>

We remain positive on China Mobile (CM) (941 HK) which recently released solid 2Q16 results and open the door for upside to earnings estimates.  Revenue growth seems to be accelerating which is offsetting cost increases post the tower disposal in 2015. The strong revenue growth was driven by a strong 4G ARPU performance where ARPU’s saw a sequential increase in H116 versus H215 (ARPU rose 3% YoY). Revenue growth seems to be accelerating which is offsetting cost increases post the tower disposal…

China Mobile Recovery Continues as Data Demand Grows Rapidly