Differentiated global TMT & Internet Research

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

Event-Driven

<p>XL Axiata (EXCL IJ) led Indonesian telco stocks higher today, rising by over 10% (at one stage it was up 16%). Indosat (ISAT IJ) rose 3% and Telkom (TLKM IJ) rose 3.5%. No obvious stories in the Indonesian press but rumors suggest local PMs are looking to accumulate the smaller players. The sector has been a laggard, there are signs of recovery and most importantly of all there is talk of some sort of consolidation. How would that work?</p><p>Telkom has become the dominant player and we expect it to…</p>

XL Axiata (EXCL IJ) led Indonesian telco stocks higher today, rising by over 10% (at one stage it was up 16%). Indosat (ISAT IJ) rose 3% and Telkom (TLKM IJ) rose 3.5%. No obvious stories in the Indonesian press but rumors suggest local PMs are looking to accumulate the smaller players. The sector has been a laggard, there are signs of recovery and most importantly of all there is talk of some sort of consolidation. How would that work?Telkom has become the dominant player and we expect it to…

Huge Moves in Indonesian Telco Stocks Today (17 Nov)

Telekomunikasi Indonesia

Huge Moves in Indonesian Telco Stocks Today (17 Nov)