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

Total Access Communication / Equity Bottom-Up

<p><a href="https://www.smartkarma.com/profiles/766" target="_blank" data-smartkarma-citation="accounts:766">Athaporn Arayasantiparb</a> recently wrote about <a href="https://www.smartkarma.com/entities/948" target="_blank" data-smartkarma-citation="entities:948:1">Total Access Communication's (DTAC TB)</a> proposal to partner with TOT in the 2300MHZ spectrum in <a href="https://www.smartkarma.com/insights/dtac-s-plan-b-2300mhz-spectrum-jv-with-tot" target="_blank" data-smartkarma-citation="insights:9987">DTAC’s Plan B: 2300MHz Spectrum JV with TOT</a>.  This would be a partial solution to DTAC's critical spectrum shortage, but the spectrum is not ideal as DTAC already owns 2100MHZ spectrum and would like to get hold of lower frequency spectrum (900MHZ or 1800MHZ). They could wait for the next auction but that would be dangerous as both <a href="https://www.smartkarma.com/entities/947" target="_blank" data-smartkarma-citation="entities:947:1">AIS (ADVANC TB)</a> and <a href="https://www.smartkarma.com/entities/8" target="_blank" data-smartkarma-citation="entities:8:1">TRUE</a>…</p>

Athaporn Arayasantiparb recently wrote about Total Access Communication's (DTAC TB) proposal to partner with TOT in the 2300MHZ spectrum in DTAC’s Plan B: 2300MHz Spectrum JV with TOT.  This would be a partial solution to DTAC's critical spectrum shortage, but the spectrum is not ideal as DTAC already owns 2100MHZ spectrum and would like to get hold of lower frequency spectrum (900MHZ or 1800MHZ). They could wait for the next auction but that would be dangerous as both AIS (ADVANC TB) and TRUE…

DTAC: 1Q17 Results Weak and Likely to Remain So. Consensus Remains Overly Optimistic.