Bharti: Some Exposure to Nigerian Devaluation, but Recovery Story Remains Intact

Bharti: Jio Worries Overdone. Recovery Continues

IDEA/Vodafone Courtship: A New No1 in India? Indian Telecom Consolidation Moving Forward.

Indian Telcos: A Mixed Bag Ahead of Jio Launch

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>We recently met telecom operators in India and came away with a relatively optimistic outlook. Our top pick remains <a href="https://www.smartkarma.com/entities/953" target="_blank" data-smartkarma-citation="entities:953">Bharti Airtel </a>(Bharti) but we are positive on the overall industry as well, notwithstanding the looming threat of Reliance Jio's entry. Competition appears to be relatively benign with the major change recently being a refocusing of strategy from <a href="https://www.smartkarma.com/entities/15678" target="_blank" data-smartkarma-citation="entities:15678">Idea Cellular</a> (IDEA) from price and volume to more of a profit focus. Bharti appears to be the key beneficiary of the India market repair…</p>

We recently met telecom operators in India and came away with a relatively optimistic outlook. Our top pick remains Bharti Airtel (Bharti) but we are positive on the overall industry as well, notwithstanding the looming threat of Reliance Jio's entry. Competition appears to be relatively benign with the major change recently being a refocusing of strategy from Idea Cellular (IDEA) from price and volume to more of a profit focus. Bharti appears to be the key beneficiary of the India market repair…

Indian Telcos: Optimistic Outlook as IDEA Reduces Price Competition