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>Of all the Chinese internet companies we cover, the market's reaction to <a href="https://www.smartkarma.com/entities/17203" target="_blank" data-smartkarma-citation="entities:17203">Netease Inc Adr</a> (NTES) has been the most positive. 1Q16 results were ahead of ours and consensus forecasts driven by a solid mobile games report and better gross margins.  The good numbers highlight the longevity of NTES' hit titles and the channel power these titles provide in negotiations on revenue share with Android app stores. Margins held up despite a higher contribution from lower margin mobile games. </p><p>We discussed…</p>

Of all the Chinese internet companies we cover, the market's reaction to Netease Inc Adr (NTES) has been the most positive. 1Q16 results were ahead of ours and consensus forecasts driven by a solid mobile games report and better gross margins.  The good numbers highlight the longevity of NTES' hit titles and the channel power these titles provide in negotiations on revenue share with Android app stores. Margins held up despite a higher contribution from lower margin mobile games. We discussed…

Netease Delivering on Growth. Valuation Looks Attractive.

NetEase Inc

Netease Delivering on Growth. Valuation Looks Attractive.