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

Equity Bottom-Up

<p>When we wrote about <a href="https://www.smartkarma.com/entities/8922" target="_blank" data-smartkarma-citation="entities:8922">Bharti Infratel</a> (BHIN) in February there was considerable push back on the idea that margins would be squeezed. We believe the market has been overly optimistic on BHIN. Bulls expect BHIN's rental revenues to growth faster than land rental costs and other costs leading to margin improvements. We believe that land rental costs are going to rise quickly and this will pressure future returns. In recent days, there has been a spate of analyst downgrades. We remain negative on the…</p>

When we wrote about Bharti Infratel (BHIN) in February there was considerable push back on the idea that margins would be squeezed. We believe the market has been overly optimistic on BHIN. Bulls expect BHIN's rental revenues to growth faster than land rental costs and other costs leading to margin improvements. We believe that land rental costs are going to rise quickly and this will pressure future returns. In recent days, there has been a spate of analyst downgrades. We remain negative on the…

Indus Towers

Bharti Infratel: The Squeeze Is Here