Singapore Telcos: Buckling Down Ahead of New Entrant.

Singapore Telcos: 2018 Outlook. What a Difference a Threat (TPG) Makes.

Singapore Telcos Struggle Ahead of TPG Entry. Mostly Weak Results

M1 Posts Broadly In-Line 2Q 2017 Results, but New Competitor Launch Looms

Singapore Telco M&A: Lots of Rumors but Is a Deal Really Plausible?

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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

After an extended period of weakness, <a href="https://www.smartkarma.com/entities/412" target="_blank" data-smartkarma-citation="entities:412:1">M1 (M1 SP)</a> finally reported a much improved mobile service revenue trend, with positive YoY growth for the first time since 1Q15. The improvement included an uptick in data revenues (now nearly 60% of revenues) as well as an unspecified boost from MVNO related revenues. MVNOs a factor in M1's service revenue growth: It is difficult to determine the impact of MVNO growth on the overall postpaid market, although subscriber data in 3Q suggests it could be…

After an extended period of weakness, M1 (M1 SP) finally reported a much improved mobile service revenue trend, with positive YoY growth for the first time since 1Q15. The improvement included an uptick in data revenues (now nearly 60% of revenues) as well as an unspecified boost from MVNO related revenues. MVNOs a factor in M1's service revenue growth: It is difficult to determine the impact of MVNO growth on the overall postpaid market, although subscriber data in 3Q suggests it could be…

M1 Finally Turns the Corner with Revenue Growth Recovering in 3Q17. Looks Oversold.

M1 Ltd

M1 Finally Turns the Corner with Revenue Growth Recovering in 3Q17. Looks Oversold.