New Street Research

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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


New Street Research
Pierre FerraguÊ

Post-2Q20 Arista Model Update

New Street Research Analyst: Pierre Ferragu email:

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Equity
Technology
Arista Networks
1d 1d / 11h / 44m 14 EN
New Street Research
Pierre FerraguÊ

Post-2Q20 Apple Valuation Update

New Street Research Analyst: Pierre Ferragu email:

Request Price
Equity
Technology
Apple Inc.
1d 1d / 11h / 48m 13 EN
New Street Research
Ian Martin

New Street: Australian and New Zealand telcos: FY20 reporting season … commences 11 August with NBN Co

FY20 reporting season kicks off with NBN Co on Tuesday 11 August followed by Telstra on Thursday 13 August and TPG (post merger with Vodafone) on Friday 21 August.

Request Price
Equity
Telecommunications
CNU , SPK ...
1d 1d / 17h / 59m 5 EN
New Street Research
Pierre FerraguÊ

Uber - Loaded gun for post-Covid recovery

New Street Research Analyst: Pierre Ferragu email:

Request Price
Equity
UBER TECHNOLOGIES INC
1d 1d / 19h / 32m 18 EN
New Street Research
Chris Hoare

New Street: Key learnings from Japanese mobile Q1s: No. 2. Shareholder remuneration continues to rise

A second key takeaway from the quarter in Japanese mobile is that shareholder remuneration continues to rise, despite Covid and Rakuten.

Request Price
Equity
Telecommunications
9433 , 9613 ...
1d 1d / 23h / 42m 3 EN
New Street Research
Pierre FerraguÊ

Post-2Q20 Arista Model Update

New Street Research Analyst: Pierre Ferragu email:

Request Price
Equity
Technology
Arista Networks
1d 1d / 11h / 44m 14 EN
New Street Research
Pierre FerraguÊ

Post-2Q20 Apple Valuation Update

New Street Research Analyst: Pierre Ferragu email:

Request Price
Equity
Technology
Apple Inc.
1d 1d / 11h / 48m 13 EN
New Street Research
Ian Martin

New Street: Australian and New Zealand telcos: FY20 reporting season … commences 11 August with NBN Co

FY20 reporting season kicks off with NBN Co on Tuesday 11 August followed by Telstra on Thursday 13 August and TPG (post merger with Vodafone) on Friday 21 August.

Request Price
Equity
Telecommunications
CNU , SPK ...
1d 1d / 17h / 59m 5 EN
New Street Research
Pierre FerraguÊ

Uber - Loaded gun for post-Covid recovery

New Street Research Analyst: Pierre Ferragu email:

Request Price
Equity
UBER TECHNOLOGIES INC
1d 1d / 19h / 32m 18 EN
New Street Research
Chris Hoare

New Street: Key learnings from Japanese mobile Q1s: No. 2. Shareholder remuneration continues to rise

A second key takeaway from the quarter in Japanese mobile is that shareholder remuneration continues to rise, despite Covid and Rakuten.

Request Price
Equity
Telecommunications
9433 , 9613 ...
1d 1d / 23h / 42m 3 EN
New Street Research
Ben Rickett ...
  • Russell Waller
  • Shavar Halberstadt

New Street: W. Europe Mobile Tariff Tracker Nov 2019: Widespread discounting in UK

The average package price growth in Europe remained steady at +1.9% YoY (from +2.4% YoY in October). Widespread discounting in the UK following Black Friday was offset by higher prices in Spain, Portugal and Austria.

EUR 1106.40
Market Commentary
Telecommunications
OBEL , SRCG ...
239d 13/12/2019 33 EN
New Street Research
Ben Rickett ...
  • Russell Waller
  • Shavar Halberstadt

New Street: W. Europe Mobile Tariff Tracker Nov 2019: Widespread discounting in UK

The average package price growth in Europe remained steady at +1.9% YoY (from +2.4% YoY in October). Widespread discounting in the UK following Black Friday was offset by higher prices in Spain, Portugal and Austria.

EUR 1106.40
Market Commentary
Telecommunications
OBEL , SRCG ...
239d 13/12/2019 33 EN
New Street Research
Chris Hoare

New Street: Despite the rally Bharti could still double, Pt to INR 770, Buy

As telecom analysts we are often told that there are no money-making opportunities in the sector. However, in this important note we show what needs to happen for Bharti to double.

EUR 1106.40
Market Commentary
240d 12/12/2019 13 EN
New Street Research
Chris Hoare

New Street: Despite the rally Bharti could still double, Pt to INR 770, Buy

As telecom analysts we are often told that there are no money-making opportunities in the sector. However, in this important note we show what needs to happen for Bharti to double.

EUR 1106.40
Market Commentary
240d 12/12/2019 13 EN
New Street Research
Russell Waller ...
  • Shavar Halberstadt

New Street: Orange (Neutral from Buy) CMD 2019: The future’s bright (in 2023)

Orange held a CMD in Paris today that we attended. There were lots of sensible initiatives and proposals, but ultimately it fell short of the pre CMD hopes with only a small Tower sale, a small fibre deal and no AME IPO.

EUR 1106.40
Market Commentary
247d 05/12/2019 10 EN
New Street Research
Dominic Rose ...
  • Naresh Chouhan

Global CDMOs - Impact of Alzheimer's Windfall

Our unique coverage of the biggest CDMO’s allows us to quantify the financial impact on the industry of a potential Alzheimer’s windfall from Biogen’s aducanumab. As the FDA filing draws closer, Biogen are likely to be involved in intense negotiations to find alternative sources of supply. Our highly detailed analysis shows how much aducanumab will need to be produced, who the winners are likely to be, the revenue uplift they may enjoy and the NPV uplift to each player. Lonza & Samsung Biologics are likely the biggest winners with Catalent close behind.

EUR 4241.50
Thematics
Health Care
BIIB , CTLT ...
194d 28/01/2020 16 EN
New Street Research
James Ratzer ...
  • Pierre FerraguÊ

EU Telecoms Sector Upgrade: Time to give the sector a fresh look – VOD and BT upgraded to Buy

European telecoms sector looks attractive – the past is not always a guide for the future: Investors and analysts have been browbeaten with generally poor trends in the European telecoms sector for many years.

EUR 1106.40
Thematics
Vodafone Group
1y 17/12/2018 51 EN

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