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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

The Chinese mobile game market is shifting towards hard-core genres. This is positive for revenue growth at both <a href="https://www.smartkarma.com/entities/26" target="_blank" data-smartkarma-citation="entities:26:1">Tencent</a> and <a href="https://www.smartkarma.com/entities/17203" target="_blank" data-smartkarma-citation="entities:17203:1">Netease</a> and may also raise barriers to competition. In recent quarters the two have expanded their  revenue share - they should account for 77% of sector sales this year.We are strong believers in the potential of mobile game monetization with Tencent and NetEase at the forefront of shifts. We are positive on the fundamentals for both companies and have modestly raised our…

The Chinese mobile game market is shifting towards hard-core genres. This is positive for revenue growth at both Tencent and Netease and may also raise barriers to competition. In recent quarters the two have expanded their  revenue share - they should account for 77% of sector sales this year.We are strong believers in the potential of mobile game monetization with Tencent and NetEase at the forefront of shifts. We are positive on the fundamentals for both companies and have modestly raised our…

China Online Games: Tencent and NetEase Increasingly Dominant.

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Equity Capital Markets

Kingsoft is raising US$350m to fund its cloud computing business. Kingsoft is determined to become&nbsp;the&nbsp;leader in the cloud computing. Kingsoft's cloud computing has numerous cross selling opportunities within the company and with Kingsoft's JVs, including Xiaomi and Kingdee.While there are massive opportunities in the cloud computing in China given the internet+ push by the government, it is at the same time undeniable that the cloud computing might be burning cash for years before the business itself becomes a profit center. We put Kingsoft into our Smartkarma placement framework and it scores well.Net-net we would accumulate in today's placement.&nbsp;

Kingsoft is raising US$350m to fund its cloud computing business. Kingsoft is determined to become&nbsp;the&nbsp;leader in the cloud computing. Kingsoft's cloud computing has numerous cross selling opportunities within the company and with Kingsoft's JVs, including Xiaomi and Kingdee.While there are massive opportunities in the cloud computing in China given the internet+ push by the government, it is at the same time undeniable that the cloud computing might be burning cash for years before the business itself becomes a profit center. We put Kingsoft into our Smartkarma placement framework and it scores well.Net-net we would accumulate in today's placement.&nbsp;

Raising capital to fund cloud business, massive opportunities along with uncertainties, accumulate 

China

Kingsoft is a Chinese software and internet services company that develops office software, cloud services, and online games. Its key products include the WPS Office suite (WPS Office, WPS 365, WPS AI) and various PC and mobile games like JX Online 3. The company was founded in 1988 and is headquartered in Beijing, China.

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Kingsoft (3888 HK)

China Online Games: Tencent and NetEase Increasingly Dominant.

The Chinese mobile game market is shifting towards hard-core genres. This is positive for revenue growth at both Tencent and Netease and may also...

New Street Research

Raising capital to fund cloud business, massive opportunities along with uncertainties, accumulate

Kingsoft is raising US$350m to fund its cloud computing business. Kingsoft is determined to become the leader in the cloud computing. Kingsoft's...

Ke Yan, CFA, FRM

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52-week Range

Market Cap (USDm)

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