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China Mobile Weakness Overdone. Now Our Top Pick.

China Tower IPO - A Low Return Entity Created to Boost Telco Returns.

Chinese Telecoms: Increased Uncertainty on Earnings Outlook but Stocks Overly Punished.

Chinese Telcos Lower Capex Will Generate Higher Cash Returns. China Unicom Our Top Pick.

Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.

Surging Data Traffic Drives Mobile Revenue Growth at China Unicom

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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
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>We wrote recently about the increased uncertainty from government policy (mainly related to data roaming charges being removed). The scale of the issue remains somewhat unclear but all three operators (MNOs) suggest they can continue to deliver profit growth in 2018 after a solid 2017 performance. In recent conversations with the operators it also sounds like the impact of data roaming may be less significant than originally feared (it remains unclear what operators are meant to do to meet…</p>

We wrote recently about the increased uncertainty from government policy (mainly related to data roaming charges being removed). The scale of the issue remains somewhat unclear but all three operators (MNOs) suggest they can continue to deliver profit growth in 2018 after a solid 2017 performance. In recent conversations with the operators it also sounds like the impact of data roaming may be less significant than originally feared (it remains unclear what operators are meant to do to meet…

차이나텔레콤/차이나모바일 - 중국 3대 통신사 모두 지속적인 성장 보고