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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

Thematic (Sector/Industry)

This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at <a href="https://www.smartkarma.com/entities/179" target="_blank" data-smartkarma-citation="entities:179:1">Baidu (BIDU US)</a>, <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba (BABA US)</a>,  and <a href="https://www.smartkarma.com/entities/26" target="_blank" data-smartkarma-citation="entities:26:1">Tencent (700 HK)</a>, plus some top-down views on <a href="https://www.smartkarma.com/entities/3826" target="_blank" data-smartkarma-citation="entities:3826:1">Weibo (WB US)</a>.Among the key takeaways, we note the rise in ad tech and specialization, the strength of BABA and BIDU but also Tencent (best data sets), the shift to social media and the risks from regulatory scrutiny.What excites us the most is the rapidly closing gap between China and the rest of the world in ad tech and the potential for Tencent to generate continued growth as its tech credentials improve.

This report looks at the development of advertising technology in the Chinese market. We define the value chain and discuss the capabilities at Baidu (BIDU US), Alibaba (BABA US),  and Tencent (700 HK), plus some top-down views on Weibo (WB US).Among the key takeaways, we note the rise in ad tech and specialization, the strength of BABA and BIDU but also Tencent (best data sets), the shift to social media and the risks from regulatory scrutiny.What excites us the most is the rapidly closing gap between China and the rest of the world in ad tech and the potential for Tencent to generate continued growth as its tech credentials improve. 

Greatwall Information Industry (000748 CH)

Hangzhou Shunwang Technology A (300113 CH)

Longmaster Information&Technology (300288 CH)

Tongding Interconnection Informtn (002491 CH)

Inspur Electronic Infmtn Indtry (000977 CH)

Tianjin Zhonghuan Semiconductor (002129 CH)

Shenzhen InfoGem Technologies (300085 CH)

Universal Scientific Industrial (Shanghai) (601231 CH)

Universal Scientific Industrial (Shanghai)

Beijing Zhong Ke San Huan Hi Tech (000970 CH)

Beijing Shiji Information Technology Co., Ltd. (002153 CH)

Beijing Shiji Information Technology Co., Ltd.

Fujian Newland Computer Co, Ltd. (000997 CH)

Unisplendour Corporation Limited (000938 CH)

Shanghai Wangsu Science & Technology Co (300017 CH)

Beijing Xinwei Telecom Tech Group (600485 CH)

Qingdao Eastsoft Cmmnictn Tchnlgy (300183 CH)

Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

Hithink RoyalFlush Information Network (300033 CH)

Guangzhou Haige Cmncts Grp Inc Co (002465 CH)

Shanghai 2345 Network Holding Group (002195 CH)

Datang Telecom Technology Co., Ltd. A (600198 CH)

Shenzhen Everwin Precision Technology Co (300115 CH)

Digital China Information Service (000555 CH)

CETC Cyberspace Security Technology (002268 CH)

Shenzhen Huaqiang Industry Co, Ltd. (000062 CH)

Leshi Internet Info. & Tech. Corp.,Bj (300104 CH)

China Greatwall Technology Group Co Ltd (000066 CH)

China: The Rise of Ad Tech in China