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

<a href="https://www.smartkarma.com/entities/690" target="_blank" data-smartkarma-citation="entities:690">Telstra Corp Ltd</a> (Telstra) held its Investor Day in early May where they confirmed their strategy and capital management framework. They did note that competitive intensity has risen.Key points:<ul>
<li>There was no formal trading update but Telstra confirmed that net adds in mobile and fixed broadband in 2H16 are in line with 1H16 numbers. As competitive intensity has risen we think 2H16 costs will be slightly higher than expected leading to a small cut in our Ebitda numbers (-0.9%).</li>
<li>With a number of…</li>
</ul>

Telstra Corp Ltd (Telstra) held its Investor Day in early May where they confirmed their strategy and capital management framework. They did note that competitive intensity has risen.Key points:
There was no formal trading update but Telstra confirmed that net adds in mobile and fixed broadband in 2H16 are in line with 1H16 numbers. As competitive intensity has risen we think 2H16 costs will be slightly higher than expected leading to a small cut in our Ebitda numbers (-0.9%).
With a number of…


Telstra Offers Continuity and a Special Dividend