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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
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Pan European Healthcare
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We also provide debt research on:
Pan European Telecom Services and Cable

Equity Bottom-Up

<p>The recent strong share price performance of <a href="https://www.smartkarma.com/entities/17203" target="_blank" data-smartkarma-citation="entities:17203:1">NetEase (NTES US)</a> has led to some head scratching in New Street Research. <a href="https://www.smartkarma.com/profiles/1920" target="_blank" data-smartkarma-citation="accounts:1920">Kirk Boodry</a> notes that the release of new first-person shooter (FPS) titles has re-energized positive sentiment on NetEase. That seems to have been behind the sharp move higher in 4Q17. However, Kirk remains cautious as monetization of these new games is unproven and we expect the genre to be quite competitive.</p><p>Mobile games remain the valuation and sentiment driver and excitement…</p>

The recent strong share price performance of NetEase (NTES US) has led to some head scratching in New Street Research. Kirk Boodry notes that the release of new first-person shooter (FPS) titles has re-energized positive sentiment on NetEase. That seems to have been behind the sharp move higher in 4Q17. However, Kirk remains cautious as monetization of these new games is unproven and we expect the genre to be quite competitive.Mobile games remain the valuation and sentiment driver and excitement…

NetEase's Premium Multiples Persist Despite Slower Growth Rates

NetEase Inc

NetEase's Premium Multiples Persist Despite Slower Growth Rates