Concern over increased Japanese Telecom regulation is overdone. Industry can deliver Ebitda growth.

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

Equity Bottom-Up

<p>Recent visits in Japan confirmed our view that the competitive environment is benign while fears over regulatory changes have been overdone. It was confirmed today that a Japanese regulatory panel will not push for rate cuts. Shares continue to recover following a steep fall in September after PM Shinzo Abe suggested mobile phone bills are too high. Instead, regulatory changes will be focused on separating handset and service costs, increasing the transparency of pricing plans and greater…</p>

Recent visits in Japan confirmed our view that the competitive environment is benign while fears over regulatory changes have been overdone. It was confirmed today that a Japanese regulatory panel will not push for rate cuts. Shares continue to recover following a steep fall in September after PM Shinzo Abe suggested mobile phone bills are too high. Instead, regulatory changes will be focused on separating handset and service costs, increasing the transparency of pricing plans and greater…

NTT (Nippon Telegraph & Telephone) (9432 JP)

Japan Telcos: Regulatory Moves Will Not Hurt Financial Results

KDDI Corp

Japan Telcos: Regulatory Moves Will Not Hurt Financial Results