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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
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Pan European Healthcare
US Healthcare
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We also provide debt research on:
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Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/22204" target="_blank" data-smartkarma-citation="entities:22204:1">Vodafone (VOD LN)</a> reported overall results this week with better than expected 2Q service revenue trends globally (+2.4%, vs. +2.2% in  Q1), and 1H EBITDA growth accelerating to +4.3% YoY (vs. +3.6% in 2H 15/16): in line with NSR. Despite these trends, the mid-point for the 2016/17 EBITDA guidance was marginally reduced (-0.3%). We believe this directional trend suggests a slightly greater degree of caution from Vodafone on the 2H outlook, with particular focus on the impact of Jio in India…</p>

Vodafone (VOD LN) reported overall results this week with better than expected 2Q service revenue trends globally (+2.4%, vs. +2.2% in  Q1), and 1H EBITDA growth accelerating to +4.3% YoY (vs. +3.6% in 2H 15/16): in line with NSR. Despite these trends, the mid-point for the 2016/17 EBITDA guidance was marginally reduced (-0.3%). We believe this directional trend suggests a slightly greater degree of caution from Vodafone on the 2H outlook, with particular focus on the impact of Jio in India…

Vodafone Takes Charge on India, Postpones IPO but Expects More Consolidation