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

<a href="https://www.smartkarma.com/profiles/438" target="_blank" data-smartkarma-citation="accounts:438">Vincent Fernando</a> summarized the details of the recent <a href="https://www.smartkarma.com/entities/26" target="_blank" data-smartkarma-citation="entities:26:1">Tencent (700 HK)</a> results in <a href="https://www.smartkarma.com/insights/tencent-2q16-breakdown-revenue-beats-expectations-as-growth-accelerates" target="_blank" data-smartkarma-citation="insights:5327">Tencent 2Q16 Breakdown: Revenue Beats Expectations as Growth Accelerates</a>. Instead of repeating this, we will just comment on a few areas that stood out to us.Overall revenues are running ahead of expectations mainly due to online games and other services (we believe this line refers to cloud computing and payment surcharges). Advertising revenue missed our targets but is an area of massive potential. <ul><li>
Advertising…</li></ul>

Vincent Fernando summarized the details of the recent Tencent (700 HK) results in Tencent 2Q16 Breakdown: Revenue Beats Expectations as Growth Accelerates. Instead of repeating this, we will just comment on a few areas that stood out to us.Overall revenues are running ahead of expectations mainly due to online games and other services (we believe this line refers to cloud computing and payment surcharges). Advertising revenue missed our targets but is an area of massive potential. 
Advertising…

Tencent

Tencent, The Increasing Power of Mobile