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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. 

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

When we last wrote on <a href="https://www.smartkarma.com/entities/21085" target="_blank" data-smartkarma-citation="entities:21085:1">Naspers (NPN SJ)</a>  we thought an Allegro sale was not imminent although it had been marked out as possible if the price was right. When we met Naspers in September the rumored price was around $2.2bn with the company refusing to comment on sale plans.  Over the weekend, Naspers announced the sale of its profitable Polish eCommerce Allegro business for $3.25bn to a consortium of private equity firms. The price was well above the $2.5bn rough valuation we put on the business…

When we last wrote on Naspers (NPN SJ)  we thought an Allegro sale was not imminent although it had been marked out as possible if the price was right. When we met Naspers in September the rumored price was around $2.2bn with the company refusing to comment on sale plans.  Over the weekend, Naspers announced the sale of its profitable Polish eCommerce Allegro business for $3.25bn to a consortium of private equity firms. The price was well above the $2.5bn rough valuation we put on the business…

Naspers Sale of the Allegro ECommerce Business Crystallizes Value.

<a href="https://www.smartkarma.com/entities/21085" target="_blank" data-smartkarma-citation="entities:21085:1">Naspers</a> recent FY16 results showed continued positive top-line development, which was offset by increased development spending. While there is some disappointment in the increased development spending on new ventures,  they do not materially change our positive view on the stock. The results suggest any re-rating based on earnings is unlikely in the short term. Still, Naspers remains a fascinating growth story with a wide variety of investments across many markets. We maintain our Buy…

Naspers recent FY16 results showed continued positive top-line development, which was offset by increased development spending. While there is some disappointment in the increased development spending on new ventures,  they do not materially change our positive view on the stock. The results suggest any re-rating based on earnings is unlikely in the short term. Still, Naspers remains a fascinating growth story with a wide variety of investments across many markets. We maintain our Buy…

Naspers: Latest Results Show Good Revenue Traction but It Comes with a Cost.

Russia

VK Co Ltd operates social networks. The Company connects people, services, and companies by creating communication tools. VK serves customers in Russia and the CIS.

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VK Co Ltd (VKCO LI)

Naspers Sale of the Allegro ECommerce Business Crystallizes Value.

When we last wrote on Naspers (NPN SJ) we thought an Allegro sale was not imminent although it had been marked out as possible if the price was...

New Street Research

Naspers: Latest Results Show Good Revenue Traction but It Comes with a Cost.

Naspers recent FY16 results showed continued positive top-line development, which was offset by increased development spending. While there is some...

New Street Research

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