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

Event-Driven

<p>We upgraded <a href="https://www.smartkarma.com/entities/930" target="_blank" data-smartkarma-citation="entities:930:1">Spark New Zealand (SPK NZ)</a> in August after its FY16 results showed a return to revenue growth with good cost control lifting the Ebitda margin above 30% in 2H16. Our view was that with modest revenue growth, sustained cost control, and increasing on-net business, the 3-year outlook was more promising than it has been since separation. Previously, we had been concerned about increased competition from Vodafone NZ as noted in a previous note. Since we upgraded the stock in August 2016…</p>

We upgraded Spark New Zealand (SPK NZ) in August after its FY16 results showed a return to revenue growth with good cost control lifting the Ebitda margin above 30% in 2H16. Our view was that with modest revenue growth, sustained cost control, and increasing on-net business, the 3-year outlook was more promising than it has been since separation. Previously, we had been concerned about increased competition from Vodafone NZ as noted in a previous note. Since we upgraded the stock in August 2016…

Spark NZ Moves Closer to Customers with Bid for TeamTalk

New Zealand

TeamTalk Limited provides radio communication services in New Zealand.  The Company's services is mainly provided through two networks, TeamTalk and Fleetlink. The mobile radio communication service is used by ambulance services, rescue helicopters, courier companies, security services personnel, utility companies, contractors. local authorities and civil defense sectors.

Teamtalk Ltd (TTK NZ)

Spark NZ Moves Closer to Customers with Bid for TeamTalk

We upgraded Spark New Zealand (SPK NZ) in August after its FY16 results showed a return to revenue growth with good cost control lifting the Ebitda...

New Street Research