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

Singapore Telcos: Buckling Down Ahead of New Entrant.

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

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

M1's Reports Modest Improvement in Mobile Trends but Still in Decline.

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

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><a href="https://www.smartkarma.com/entities/412" target="_blank" data-smartkarma-citation="entities:412:1">M1's (M1 SP)</a> recent earnings release show a company under pressure. While revenues were broadly flat, profitability was hit by high retention costs as M1 spends to retain customers ahead of new competition. Mobile service revenue (excluding IDD) declines eased to -2.4% in 2Q from -3.5% in 1Q. Fixed line growth remains good (+21.5% YoY) but is still small. What dragged M1 back was higher handset sales with negative margins (-53%) which hit the Ebitda margin hard. M1 is clearly focused on customer…</p>

M1's (M1 SP) recent earnings release show a company under pressure. While revenues were broadly flat, profitability was hit by high retention costs as M1 spends to retain customers ahead of new competition. Mobile service revenue (excluding IDD) declines eased to -2.4% in 2Q from -3.5% in 1Q. Fixed line growth remains good (+21.5% YoY) but is still small. What dragged M1 back was higher handset sales with negative margins (-53%) which hit the Ebitda margin hard. M1 is clearly focused on customer…

M1 Ltd

M1 Struggles Continue