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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>Five days after the surprise Brexit vote, much remains to be clarified in terms of future direction. If anything, the various political moves in the UK and the EU in recent days suggest we face a period of real uncertainty ahead. That said, as the fallout continues it is worth looking for investment opportunities.  We continue to review the market for dislocations in the telecoms sector as we believe a lot of the near-term movements have been predominantly driven by fund flow/ liquidity and…</p>

Five days after the surprise Brexit vote, much remains to be clarified in terms of future direction. If anything, the various political moves in the UK and the EU in recent days suggest we face a period of real uncertainty ahead. That said, as the fallout continues it is worth looking for investment opportunities.  We continue to review the market for dislocations in the telecoms sector as we believe a lot of the near-term movements have been predominantly driven by fund flow/ liquidity and…

Post Brexit Fallout Continues: Looking for Opportunities in European Telcos?

BT Group PLC

Post Brexit Fallout Continues: Looking for Opportunities in European Telcos?