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>The Thai Telco picture remains very unclear post the 900MHZ auction. Comments suggest there could be an unwinding of the recent auction which would be supportive of the recent rally, esp at <a href="https://www.smartkarma.com/entities/947" target="_blank" data-smartkarma-citation="entities:947">Advanced Info Service Pcl</a>  (AIS) the best managed and capitalized of the three players. Our base case remains that the licence fees will be paid, but even if this does not happen the competitive landscape is changing. </p><p>This week we have seen <a href="https://www.smartkarma.com/entities/8" target="_blank" data-smartkarma-citation="entities:8">True Corp Pcl</a> (TRUE) announce a massive ($1.7bn) rights issue to fund…</p>

The Thai Telco picture remains very unclear post the 900MHZ auction. Comments suggest there could be an unwinding of the recent auction which would be supportive of the recent rally, esp at Advanced Info Service Pcl  (AIS) the best managed and capitalized of the three players. Our base case remains that the licence fees will be paid, but even if this does not happen the competitive landscape is changing. This week we have seen True Corp Pcl (TRUE) announce a massive ($1.7bn) rights issue to fund…

Thai Telcos Cutting Guidance as Competition Heats Up.