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>LeTV was recently declared the surprise winner of HK EPL rights. They are set to become a disruptive force in the pay TV industry. We look at the potential impact and see further upside for HKBN as it can now offer football and additional services via LeTV. HKT (and PCCW) are well placed to withstand churn and we see limited risk to Ebitda as they retain sports programming while lower opex should offset subscriber loss. &nbsp;</p>

LeTV was recently declared the surprise winner of HK EPL rights. They are set to become a disruptive force in the pay TV industry. We look at the potential impact and see further upside for HKBN as it can now offer football and additional services via LeTV. HKT (and PCCW) are well placed to withstand churn and we see limited risk to Ebitda as they retain sports programming while lower opex should offset subscriber loss. &nbsp;

LeTV set to challenge pay TV industry in HK with its EPL rights

HKT Ltd

LeTV set to challenge pay TV industry in HK with its EPL rights