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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

We met <a href="https://www.smartkarma.com/entities/639" target="_blank" data-smartkarma-citation="entities:639:1">KDDI </a> (and other operators) in Japan recently. The message remains generally positive as KDDI says that guidance for mobile service revenue growth and dividend payout is conservative. On the regulatory front, the recent review has been put to rest and domestic competition in the mobile segment remains moderate. KDDI remains our preferred way to invest in the Japan telco sector with recent weakness delivering a BUY opportunity. Service revenue guidance and dividend payout guidance is…

We met KDDI  (and other operators) in Japan recently. The message remains generally positive as KDDI says that guidance for mobile service revenue growth and dividend payout is conservative. On the regulatory front, the recent review has been put to rest and domestic competition in the mobile segment remains moderate. KDDI remains our preferred way to invest in the Japan telco sector with recent weakness delivering a BUY opportunity. Service revenue guidance and dividend payout guidance is…

KDDI: More of the Same Please. Rising Return Story Intact

KDDI Corp

KDDI: More of the Same Please. Rising Return Story Intact