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Back to School: Summer Recap of SATS, BEAD, Media, Spectrum and Mergers

Welcome back from summer. Over the next week, we will publish three notes designed to bring you up to date with what you may have missed. In this first one, we summarize what has happened on the five biggest telecom and media policies affecting capital markets. In the second, we focus on what happened with smaller, but still important, policies affecting supply, demand, and churn among carriers. In the third, we discuss issues that could move capital markets but where, shall we say, policy makers took the summer off.
Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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
  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
Blair Levin

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