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>Last week, <a href="https://www.smartkarma.com/entities/179" target="_blank" data-smartkarma-citation="entities:179:1">Baidu (BIDU US)</a> held its annual conference in Beijing. This year the company stressed its technological leadership in artificial intelligence (AI) and autonomous driving. As we noted in <a href="https://www.smartkarma.com/insights/china-the-rise-of-ad-tech-in-china" target="_blank" data-smartkarma-citation="insights:5237">China: The Rise of Ad Tech in China</a>, Baidu has successfully applied its technological strength in advertising, making it a leader in online advertising in China.  Baidu believes it is a top three player (with Google and Amazon) but faces a shortage of talent (they are recruiting overseas) and issues…</p>

Last week, Baidu (BIDU US) held its annual conference in Beijing. This year the company stressed its technological leadership in artificial intelligence (AI) and autonomous driving. As we noted in China: The Rise of Ad Tech in China, Baidu has successfully applied its technological strength in advertising, making it a leader in online advertising in China.  Baidu believes it is a top three player (with Google and Amazon) but faces a shortage of talent (they are recruiting overseas) and issues…

BAIDU Stresses Technological Prowess, but Profitability Lags

European Event-Driven Analyst

Jesus Rodriguez Aguilar

<ul>
<li>This Wednesday, after the Wall Street close, <a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA Corp (NVDA US)</a> will release its second-quarter figures, concluding the current earnings season. The stock has returned 155% YTD.</li>
<li>Nvidia's results will be crucial in determining whether its stock recovery continues (+25% since its August 5 low and 11.8% below its all-time high of $140.76 on June 20).</li>
<li>Historically, when Nvidia's earnings and guidance have been strong, its stock has rebounded by c. 30% and over in four occasions.</li>
</ul>


This Wednesday, after the Wall Street close, NVIDIA Corp (NVDA US) will release its second-quarter figures, concluding the current earnings season. The stock has returned 155% YTD.
Nvidia's results will be crucial in determining whether its stock recovery continues (+25% since its August 5 low and 11.8% below its all-time high of $140.76 on June 20).
Historically, when Nvidia's earnings and guidance have been strong, its stock has rebounded by c. 30% and over in four occasions.


Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>NVIDIA Corporation, a titan in the semiconductor industry, has been at the forefront of artificial intelligence (AI) innovation, primarily due to its cutting-edge GPUs that power everything from deep learning algorithms to complex simulations.</li><li>As the company approaches its earnings report, investors are keenly observing the performance of its AI-driven products amidst a backdrop of global market dynamics and regulatory challenges.</li><li> The company's recent advancements, such as the "Blackwell" chip series, promise significant improvements in processing speed and efficiency.</li></ul>

NVIDIA Corporation, a titan in the semiconductor industry, has been at the forefront of artificial intelligence (AI) innovation, primarily due to its cutting-edge GPUs that power everything from deep learning algorithms to complex simulations.As the company approaches its earnings report, investors are keenly observing the performance of its AI-driven products amidst a backdrop of global market dynamics and regulatory challenges. The company's recent advancements, such as the "Blackwell" chip series, promise significant improvements in processing speed and efficiency.

Inside NVIDIA's China Play: Going Beyond U.S. Export Controls To Win Big In China!

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>GameStop shares fell 12.1% after a disappointing annual shareholder meeting</li>
<li>Nvidia insiders sell over $700 million in shares as stock soars 164%</li>
<li>Blackstone bids $1.74 billion to acquire Japanese digital comic distributor Infocom</li>
</ul>


GameStop shares fell 12.1% after a disappointing annual shareholder meeting
Nvidia insiders sell over $700 million in shares as stock soars 164%
Blackstone bids $1.74 billion to acquire Japanese digital comic distributor Infocom


#20Business Buzz: GamesStop Shares Fell, Nvidia Insider Selling, Berkshire Reduces Stake in BYD

<ul>
<li>India's stock market dropped $386 billion after election results showed a narrower-than-expected lead for Modi</li>
<li>Intel's CEO introduced new AI products at Computex, challenging Nvidia's market dominance</li>
<li>Chinese companies rush to raise funds amid a stock market rebound, driven by investor optimism and future uncertainty</li>
</ul>


India's stock market dropped $386 billion after election results showed a narrower-than-expected lead for Modi
Intel's CEO introduced new AI products at Computex, challenging Nvidia's market dominance
Chinese companies rush to raise funds amid a stock market rebound, driven by investor optimism and future uncertainty


#11Business Buzz: India's Stock Market Plunge, Intel Vs. Nvidia, and China's Fundraising Frenzy

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

BAIDU Stresses Technological Prowess, but Profitability Lags

Last week, Baidu (BIDU US) held its annual conference in Beijing. This year the company stressed its technological leadership in artificial...

New Street Research

All Eyes on Nvidia

This Wednesday, after the Wall Street close, NVIDIA Corp (NVDA US) will release its second-quarter figures, concluding the current earnings season....

Jesus Rodriguez Aguilar

Inside NVIDIA's China Play: Going Beyond U.S. Export Controls To Win Big In China!

NVIDIA Corporation, a titan in the semiconductor industry, has been at the forefront of artificial intelligence (AI) innovation, primarily due to...

Baptista Research

#20Business Buzz: GamesStop Shares Fell, Nvidia Insider Selling, Berkshire Reduces Stake in BYD

GameStop shares drop after shareholder meeting, Nvidia insiders cash in on soaring stock, Blackstone makes $1.74 billion bid for Japanese comic...

Nimish Maheshwari

#11Business Buzz: India's Stock Market Plunge, Intel Vs. Nvidia, and China's Fundraising Frenzy

India's stock market falls as Modi's lead narrows, Intel challenges Nvidia with new AI products, Chinese companies raise funds amidst market...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

BAIDU Stresses Technological Prowess, but Profitability Lags

Last week, Baidu (BIDU US) held its annual conference in Beijing. This year the company stressed its technological leadership in artificial...

New Street Research

All Eyes on Nvidia

This Wednesday, after the Wall Street close, NVIDIA Corp (NVDA US) will release its second-quarter figures, concluding the current earnings season....

Jesus Rodriguez Aguilar

Inside NVIDIA's China Play: Going Beyond U.S. Export Controls To Win Big In China!

NVIDIA Corporation, a titan in the semiconductor industry, has been at the forefront of artificial intelligence (AI) innovation, primarily due to...

Baptista Research

#20Business Buzz: GamesStop Shares Fell, Nvidia Insider Selling, Berkshire Reduces Stake in BYD

​GameStop shares drop after shareholder meeting, Nvidia insiders cash in on soaring stock, Blackstone makes $1.74 billion bid for Japanese comic...

Nimish Maheshwari

#11Business Buzz: India's Stock Market Plunge, Intel Vs. Nvidia, and China's Fundraising Frenzy

​India's stock market falls as Modi's lead narrows, Intel challenges Nvidia with new AI products, Chinese companies raise funds amidst market...

Nimish Maheshwari

GameStop shares drop after shareholder meeting, Nvidia insiders cash in on soaring stock, Blackstone makes $1.74 billion bid for Japanese comic...

India's stock market falls as Modi's lead narrows, Intel challenges Nvidia with new AI products, Chinese companies raise funds amidst market...