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

Speedcast International / Equity Bottom-Up

<p>Several recent announcements from <a href="https://www.smartkarma.com/entities/19817" target="_blank" data-smartkarma-citation="entities:19817">Speedcast International Ltd</a> (SDA) confirm the underlying growth potential at the company as they push both organic growth and M&amp;A. These come on top of recent wins with Airbus and in the oil &amp; as industry. We understand that in oil &amp; gas the business is currently communications based but will increasingly also include offering M2M capacity as well. Large scale M&amp;A would probably require capital raising but the business is quite capable of growing organically and…</p>

Several recent announcements from Speedcast International Ltd (SDA) confirm the underlying growth potential at the company as they push both organic growth and M&amp;A. These come on top of recent wins with Airbus and in the oil &amp; as industry. We understand that in oil &amp; gas the business is currently communications based but will increasingly also include offering M2M capacity as well. Large scale M&amp;A would probably require capital raising but the business is quite capable of growing organically and…

Speedcast International

More Organic Growth from Speedcast