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

<p>We continue to see strong revenue growth from <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba (BABA US)</a> with the latest quarterly results ahead of expectations on the revenue line and profitability broadly in line. The revenue beat was driven by retail eCommerce and cloud computing. On balance, we view the quarter positively and think the comments on the potential for future improvements in monetization through ad-tech are compelling, but largely in the price. <a href="https://www.smartkarma.com/profiles/438" target="_blank" data-smartkarma-citation="accounts:438">Vincent Fernando</a> has previously discussed what is in the price in <a href="https://www.smartkarma.com/insights/alibaba-s-high-share-price-what-s-the-risk-here" target="_blank" data-smartkarma-citation="insights:6628">Alibaba’s</a>…</p>

We continue to see strong revenue growth from Alibaba (BABA US) with the latest quarterly results ahead of expectations on the revenue line and profitability broadly in line. The revenue beat was driven by retail eCommerce and cloud computing. On balance, we view the quarter positively and think the comments on the potential for future improvements in monetization through ad-tech are compelling, but largely in the price. Vincent Fernando has previously discussed what is in the price in Alibaba’s…

Alibaba: Ad Tech Continues to Shine in 2Q16/17