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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

Our thesis on the Chinese telcos has been that from a period of very low returns we would see improvement. We believe this is happening with the approval of regulators that want to ensure China is at the forefront of new telecoms technology (5G). <a href="https://www.smartkarma.com/entities/27" target="_blank" data-smartkarma-citation="entities:27:1">China Mobile (941 HK)</a> is less exposed than the smaller players to this improvement but is a beneficiary. The latest 2Q17 results seem to bear this out with good revenue and profit growth announced, and a pleasant surprise on the dividend front.Service…

Our thesis on the Chinese telcos has been that from a period of very low returns we would see improvement. We believe this is happening with the approval of regulators that want to ensure China is at the forefront of new telecoms technology (5G). China Mobile (941 HK) is less exposed than the smaller players to this improvement but is a beneficiary. The latest 2Q17 results seem to bear this out with good revenue and profit growth announced, and a pleasant surprise on the dividend front.Service…

China Mobile's Improvement Continues. Special Dividend a Surprise.