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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
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>We have previously identified potential for a 4th operator in Singapore, but assumed it would be small cells and MVNO based. The requirement for a full network build out raises the cost of investments and reduces the returns. Stocks now reflect a new entry which is becoming less, not more likely. M1 was hardest hit in recent months and has limited downside if there is a new entrant and significant upside if not.</p>

We have previously identified potential for a 4th operator in Singapore, but assumed it would be small cells and MVNO based. The requirement for a full network build out raises the cost of investments and reduces the returns. Stocks now reflect a new entry which is becoming less, not more likely. M1 was hardest hit in recent months and has limited downside if there is a new entrant and significant upside if not.

Doubts grow about entry of a 4th Mobile Operator

Singapore

M1 is a leading Singaporean telecommunications company offering a comprehensive suite of mobile, fixed-line, and fiber broadband services. It provides mobile voice and data, internet, and corporate solutions, including managed ICT, cybersecurity, and IoT offerings. Headquartered in Singapore, the company was founded in 1994.

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M1 (M1 SP)

Doubts grow about entry of a 4th Mobile Operator

We have previously identified potential for a 4th operator in Singapore, but assumed it would be small cells and MVNO based. The requirement for a...

New Street Research

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