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

Thematic (Sector/Industry)

China Telecom services / Thematic (Sector/Industry)

<p>In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to Internet and Telecoms at the National People’s Congress. We think the read-across to Internet is positive as policy positions like rural eCommerce expansion and integration of online/ offline largely reflect industry action whilst less positive statements on counterfeit goods and real estate pricing stability have been discussed before. </p><p>On the…</p>

In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to Internet and Telecoms at the National People’s Congress. We think the read-across to Internet is positive as policy positions like rural eCommerce expansion and integration of online/ offline largely reflect industry action whilst less positive statements on counterfeit goods and real estate pricing stability have been discussed before. On the…

Greatwall Information Industry (000748 CH)

China Communications Services Corp Ltd. (552 HK)

Longmaster Information&Technology (300288 CH)

Tongding Interconnection Informtn (002491 CH)

Inspur Electronic Infmtn Indtry (000977 CH)

Tianjin Zhonghuan Semiconductor (002129 CH)

Shenzhen InfoGem Technologies (300085 CH)

Universal Scientific Industrial (Shanghai) (601231 CH)

Universal Scientific Industrial (Shanghai)

Beijing Zhong Ke San Huan Hi Tech (000970 CH)

Beijing Shiji Information Technology Co., Ltd. (002153 CH)

Beijing Shiji Information Technology Co., Ltd.

Fujian Newland Computer Co, Ltd. (000997 CH)

Unisplendour Corporation Limited (000938 CH)

Shanghai Wangsu Science & Technology Co (300017 CH)

Beijing Xinwei Telecom Tech Group (600485 CH)

Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

Hithink RoyalFlush Information Network (300033 CH)

Guangzhou Haige Cmncts Grp Inc Co (002465 CH)

Shanghai 2345 Network Holding Group (002195 CH)

Datang Telecom Technology Co., Ltd. A (600198 CH)

Shenzhen Everwin Precision Technology Co (300115 CH)

Digital China Information Service (000555 CH)

CETC Cyberspace Security Technology (002268 CH)

Shenzhen Huaqiang Industry Co, Ltd. (000062 CH)

Leshi Internet Info. & Tech. Corp.,Bj (300104 CH)

China Greatwall Technology Group Co Ltd (000066 CH)

China NPC17: Read Across to Telecoms and Internet