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>In June 3UK, <a href="https://www.smartkarma.com/entities/132" target="_blank">CK Hutchison's (1 HK)</a> UK telco subsidiary, gave a presentation on its 5G plans where it emphasized the potential to deploy massive-MIMO 3.5GHz 5G services on its existing cell sites. Its large holdings of 3.5GHz spectrum are enough for it to offer fixed wireless broadband (FWB) as well as serving mobile users. Based on further explanation of its plans we have refined our view on the potential impact of Hutchison’s FWB offer in the UK market and more widely.  We view their plans as being viable (assuming equipment issues can be sorted out) and on the FWB side they could gain 3-5% market share over time.</p>

In June 3UK, CK Hutchison's (1 HK) UK telco subsidiary, gave a presentation on its 5G plans where it emphasized the potential to deploy massive-MIMO 3.5GHz 5G services on its existing cell sites. Its large holdings of 3.5GHz spectrum are enough for it to offer fixed wireless broadband (FWB) as well as serving mobile users. Based on further explanation of its plans we have refined our view on the potential impact of Hutchison’s FWB offer in the UK market and more widely.  We view their plans as being viable (assuming equipment issues can be sorted out) and on the FWB side they could gain 3-5% market share over time.

CK Hutchsion Outlines Its Plans for 5G and Fixed Wireless Broadband in the UK

CK Hutchison Holdings

CK Hutchsion Outlines Its Plans for 5G and Fixed Wireless Broadband in the UK