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>When we last wrote about <a href="https://www.smartkarma.com/entities/17203" target="_blank" data-smartkarma-citation="entities:17203">Netease Inc Adr</a> (NetEase) in <a href="https://www.smartkarma.com/insights/netease-games-growth-starting-to-slow" target="_blank" data-smartkarma-citation="insights:2866">Netease Games Growth Starting to Slow</a> , our concerns were about slowing games growth. The stock has moved lower since and is now in the middle of its yearly trading range. It is down over 20% YTD.</p><p>Given the moves in other listed Chinese internet names since February, NetEase is starting to look left behind. Largely for valuation reasons, we have raised our rating on the stock from Neutral to BUY. We also suspect investors may be overly…</p>

When we last wrote about Netease Inc Adr (NetEase) in Netease Games Growth Starting to Slow , our concerns were about slowing games growth. The stock has moved lower since and is now in the middle of its yearly trading range. It is down over 20% YTD.Given the moves in other listed Chinese internet names since February, NetEase is starting to look left behind. Largely for valuation reasons, we have raised our rating on the stock from Neutral to BUY. We also suspect investors may be overly…

NetEase 1Q16 Results Could Be a Pleasant Surprise

NetEase Inc

NetEase 1Q16 Results Could Be a Pleasant Surprise