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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 Philippines is one of the few markets with zero tower sharing in Asia. This is what TowerXchange had to say in December 2017, <blockquote>There are currently no independent tower companies in the Philippines. The glass ceiling on tenancy ratios created by the market structure (...duopoly) means towercos are unlikely to prioritize the country, despite its scale (&gt;100m subscribers)...</blockquote>However, the Philippine government is keen to see a third operator enter the market to energize a telco sector badly…

The Philippines is one of the few markets with zero tower sharing in Asia. This is what TowerXchange had to say in December 2017, There are currently no independent tower companies in the Philippines. The glass ceiling on tenancy ratios created by the market structure (...duopoly) means towercos are unlikely to prioritize the country, despite its scale (&gt;100m subscribers)...However, the Philippine government is keen to see a third operator enter the market to energize a telco sector badly…

Globe Telecom: Tower Sharing Comes to the Philippines

United States

SBA Communications Corporation owns and operates wireless communications infrastructure in the United States. The Company offers site leasing and development, construction, and consulting services. SBA Communications leases antenna space on its multi-tenant towers to a variety of wireless service providers under long-term lease contracts.

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Globe Telecom: Tower Sharing Comes to the Philippines

The Philippines is one of the few markets with zero tower sharing in Asia. This is what TowerXchange had to say in December 2017, There are...

New Street Research