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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

Event-Driven

We have been concerned that a successful deal would have unleashed "take or pay" MVNOs on the UK market creating significantly higher competitive intensity. Previously in <a href="https://www.smartkarma.com/insights/ck-hutchison-s-european-deals-hang-in-the-balance" target="_blank" data-smartkarma-citation="insights:3398">CK Hutchison’s European Deals Hang in the Balance</a> we had thought a deal to buy O2 could be approved but with tough (potentially unpalatable) conditions. In the end the transaction was blocked, although even this is unclear. The text of the decision says Hutch was not able to address all the DG Comp's concerns.Our view is that…

We have been concerned that a successful deal would have unleashed "take or pay" MVNOs on the UK market creating significantly higher competitive intensity. Previously in CK Hutchison’s European Deals Hang in the Balance we had thought a deal to buy O2 could be approved but with tough (potentially unpalatable) conditions. In the end the transaction was blocked, although even this is unclear. The text of the decision says Hutch was not able to address all the DG Comp's concerns.Our view is that…

The increase in news stories this week may imply that <a href="https://www.smartkarma.com/entities/132" target="_blank" data-smartkarma-citation="entities:132">Ck Hutchison Holdings Ltd</a>  (Hutch)'s proposed UK telecoms merger with O2 is close to an announcement.  Negotiations have been continuing with the EC and potential MVNOs on remedies and with <a href="https://www.smartkarma.com/entities/22204" target="_blank" data-smartkarma-citation="entities:22204">Vodafone Group PLC</a> (Vodafone) and <a href="https://www.smartkarma.com/entities/21854" target="_blank" data-smartkarma-citation="entities:21854">BT Group PLC</a> (BT) on network sharing.We view an early resolution as plausible. DG COMP could reach a decision well before a technical deadline (currently set at 19th May for this review). Our view is that 19th May is too…

The increase in news stories this week may imply that Ck Hutchison Holdings Ltd  (Hutch)'s proposed UK telecoms merger with O2 is close to an announcement.  Negotiations have been continuing with the EC and potential MVNOs on remedies and with Vodafone Group PLC (Vodafone) and BT Group PLC (BT) on network sharing.We view an early resolution as plausible. DG COMP could reach a decision well before a technical deadline (currently set at 19th May for this review). Our view is that 19th May is too…

CK Hutchison's European Deals Hang in the Balance

United Kingdom

TalkTalk Telecom Group PLC provides telecommunications services.  The Company provides fixed line communications services, serving residential and business-to-business customers in the United Kingdom.

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Talktalk Telecom (TALK LN)

Hutchison Blocked in UK.

We have been concerned that a successful deal would have unleashed "take or pay" MVNOs on the UK market creating significantly higher competitive...

New Street Research

CK Hutchison's European Deals Hang in the Balance

The increase in news stories this week may imply that Ck Hutchison Holdings Ltd (Hutch)'s proposed UK telecoms merger with O2 is close to an...

New Street Research

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52-week Range

Market Cap (USDm)

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