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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

Equity Bottom-Up

<p>Overall service revenue  growth for the Hong Kong Wireless operators was negative in 2H15 as voice trends remain weak. However, margins were resilient and the industry remains optimistic about pricing trends. We like <a href="https://www.smartkarma.com/entities/874" target="_blank" data-smartkarma-citation="entities:874">Hkt Trust And Hkt Ltd Ss</a> (HKT) as it benefits from synergies following the CSL purchase. The HK Wireless Industry is characterized by good price discipline and rising margins. We see a possibility of further in market consolidation occurring with <a href="https://www.smartkarma.com/entities/289" target="_blank" data-smartkarma-citation="entities:289">Hkbn Ltd</a> (HKBN) announcing an MVNO recently increasing the pressure on others to come to the table.</p>

Overall service revenue  growth for the Hong Kong Wireless operators was negative in 2H15 as voice trends remain weak. However, margins were resilient and the industry remains optimistic about pricing trends. We like Hkt Trust And Hkt Ltd Ss (HKT) as it benefits from synergies following the CSL purchase. The HK Wireless Industry is characterized by good price discipline and rising margins. We see a possibility of further in market consolidation occurring with Hkbn Ltd (HKBN) announcing an MVNO recently increasing the pressure on others to come to the table.

Hutchison Telecommunications Hong Kong Holdings (215 HK)

Hutchison Telecommunications Hong Kong Holdings

Hong Kong Wireless: HKT Remains Our Top Pick on Consolidation Benefits.

HKT Ltd

Hong Kong Wireless: HKT Remains Our Top Pick on Consolidation Benefits.