Starhub's Mobile & PayTV Businesses Struggling. Gains from Enterprise Services the Bright Spot.

Singtel: Weakness in Singapore Offset by Strength in Australia.

SingTel Investor Day: Riding the Digital Wave Despite Challenges in Associates.

M1 Finally Turns the Corner with Revenue Growth Recovering in 3Q17. Looks Oversold.

Singapore Telcos Struggle Ahead of TPG Entry. Mostly Weak Results

Singapore Telcos: 2018 Outlook. What a Difference a Threat (TPG) Makes.

Singapore Telcos: Buckling Down Ahead of New Entrant.

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><a href="https://www.smartkarma.com/entities/412" target="_blank" data-smartkarma-citation="entities:412:1">M1 Ltd (M1 SP)</a> reported 1Q18 results under the new SFRS-15 accounting standards (IFRS-15 is being adopted across the region). And as with other reports subject to the new standards, the year-on-year trends are not comparable. However, restated 1Q17 data reveals healthy growth in both mobile service revenues and in fixed line revenue growth. Mobile service revenue grew 2.6% YoY (+1% including IDD), while fixed line growth was 13.9%.</p><p>Mobile service revenues were slightly ahead of <a href="https://www.smartkarma.com/profiles/1916" target="_blank" data-smartkarma-citation="accounts:1916">Iain Johnston</a>'s…</p>

M1 Ltd (M1 SP) reported 1Q18 results under the new SFRS-15 accounting standards (IFRS-15 is being adopted across the region). And as with other reports subject to the new standards, the year-on-year trends are not comparable. However, restated 1Q17 data reveals healthy growth in both mobile service revenues and in fixed line revenue growth. Mobile service revenue grew 2.6% YoY (+1% including IDD), while fixed line growth was 13.9%.Mobile service revenues were slightly ahead of Iain Johnston's…

M1 Shows Positive Service Revenue Trends Ahead of TPG's Entry.