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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

<p><a href="https://www.smartkarma.com/entities/1015" target="_blank" data-smartkarma-citation="entities:1015:1">China Telecom (728 HK)</a> delivered good 2Q17 results recently, supportive of our thesis of ongoing market repair in China. Mobile revenues were ahead of expectations while the fixed line business remained stable. Overall, we view the 2Q numbers as being in line with expectations and see the share price as being undervalued. We rate China Telecom as a BUY with 30% upside to our target price of HK$5.00. The stock has been quite a laggard to <a href="https://www.smartkarma.com/entities/1016" target="_blank" data-smartkarma-citation="entities:1016:1">China Unicom (762 HK)</a> which was seen as more of a recovery…</p>

China Telecom (728 HK) delivered good 2Q17 results recently, supportive of our thesis of ongoing market repair in China. Mobile revenues were ahead of expectations while the fixed line business remained stable. Overall, we view the 2Q numbers as being in line with expectations and see the share price as being undervalued. We rate China Telecom as a BUY with 30% upside to our target price of HK$5.00. The stock has been quite a laggard to China Unicom (762 HK) which was seen as more of a recovery…

China Telecom Delivers Good 2Q Result as Market Repair Continues. Returns Are Rising.

China Telecom (H)

China Telecom Delivers Good 2Q Result as Market Repair Continues. Returns Are Rising.