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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. 

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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:
Pan European Telecom Services and Cable

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/19603" target="_blank" data-smartkarma-citation="entities:19603:1">Yahoo Japan (4689 JP)</a> posted 3Q results ahead of expectations supported by strong growth in eCommerce /fintech (+30%) while the core Internet advertising segment maintained high single-digit growth. Cost reductions and operating leverage partially offset increased strategic spending to help Yahoo Japan beat operating profit expectations. <a href="https://www.smartkarma.com/profiles/1920" target="_blank" data-smartkarma-citation="accounts:1920">Kirk Boodry</a> believes Yahoo Japan is on track to deliver near the top of full-year guidance for operating profit of  ¥175-185bn (when previously announced it…</p>

Yahoo Japan (4689 JP) posted 3Q results ahead of expectations supported by strong growth in eCommerce /fintech (+30%) while the core Internet advertising segment maintained high single-digit growth. Cost reductions and operating leverage partially offset increased strategic spending to help Yahoo Japan beat operating profit expectations. Kirk Boodry believes Yahoo Japan is on track to deliver near the top of full-year guidance for operating profit of  ¥175-185bn (when previously announced it…

Yahoo Japan Reporting Strong Growth in ECommerce and Fintech. Competing Hard with Rakuten

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Yahoo Japan Reporting Strong Growth in ECommerce and Fintech. Competing Hard with Rakuten