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

Event-Driven

<p><a href="https://www.smartkarma.com/profiles/11" target="_blank" data-smartkarma-citation="accounts:11">Crispin Francis</a> has already laid out the details (as they are) of the bid from <a href="https://www.smartkarma.com/entities/949" target="_blank" data-smartkarma-citation="entities:949:1">Jasmine International's (JAS TB)</a> CEO Pete Bodharamik and <a href="https://www.smartkarma.com/profiles/766" target="_blank" data-smartkarma-citation="accounts:766">Athaporn Arayasantiparb</a> has just published <a href="https://www.smartkarma.com/insights/the-sweet-smell-of-jasmine" target="_blank" data-smartkarma-citation="insights:5946">The Sweet Smell of Jasmine</a> with his views.</p><p>Pete Bodharamik is tendering for all the outstanding shares of JAS at THB7.25/share, but seems relaxed about the stock remaining listed. He currently owns 31% of the stock. The bid premium was only 9% to Friday’s close, although the stock has done very well in September…</p>

Crispin Francis has already laid out the details (as they are) of the bid from Jasmine International's (JAS TB) CEO Pete Bodharamik and Athaporn Arayasantiparb has just published The Sweet Smell of Jasmine with his views.Pete Bodharamik is tendering for all the outstanding shares of JAS at THB7.25/share, but seems relaxed about the stock remaining listed. He currently owns 31% of the stock. The bid premium was only 9% to Friday’s close, although the stock has done very well in September…

Jasmine International PCL

Jasmine: Sell or Hold? We Hold.