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


James Ratzer
  • James Ratzer

New Street: Quick Take: Thoughts on DT/ Vodafone/ Orange tower news C...

Bloomberg is reporting that DT could be exploring a tower combination with Vodafone and/ or Orange’s towers. This isn’t new news in itself, but in this short note, we revisit our thinking on this to address the key issues for the relevant players.

James Ratzer
  • James Ratzer

New Street: Quick Take: Thoughts on DT/ Vodafone/ Orange tower news C...

Bloomberg is reporting that DT could be exploring a tower combination with Vodafone and/ or Orange’s towers. This isn’t new news in itself, but in this short note, we revisit our thinking on this to address the key issues for the relevant players.

James Ratzer
  • James Ratzer

New Street: Quick Take: Thoughts on DT/ Vodafone/ Orange tower news C...

Bloomberg is reporting that DT could be exploring a tower combination with Vodafone and/ or Orange’s towers. This isn’t new news in itself, but in this short note, we revisit our thinking on this to address the key issues for the relevant players.

Soomit Datta
  • Soomit Datta

New Street: PAGS (Buy, TP: $40, +93%) STNE (Neutral, TP: $23, +58%) GE...

We caught up with recently listed Brazilian Acquirer, Getnet, this week where repricing of the base is now up to ~50% of prepaying clients. While some of is this auto-repricing for wholesale clients, concerted efforts are underway in SME also.

Soomit Datta
  • Soomit Datta

New Street: PAGS (Buy, TP: $40, +93%) STNE (Neutral, TP: $23, +58%) GE...

We caught up with recently listed Brazilian Acquirer, Getnet, this week where repricing of the base is now up to ~50% of prepaying clients. While some of is this auto-repricing for wholesale clients, concerted efforts are underway in SME also.

US Cable M&A Update: CHTR / TWC Deal Spread Presents Compelling Opport...

​Investors are still concerned that the CHTR / TWC transaction could be blocked, as evidenced by a deal spread of 9%. The market appears to be giving the deal 50% odds of being approved. We think the market is way off the mark; this deal has high odds of approval.

Shavar Halberstadt ... (+3)
  • Shavar Halberstadt
  • Ben Rickett
  • Russell Waller

New Street: W. Europe Mobile Tariff Tracker Nov 2019: Widespread disco...

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.

Shavar Halberstadt ... (+3)
  • Shavar Halberstadt
  • Ben Rickett
  • Russell Waller

New Street: W. Europe Mobile Tariff Tracker Nov 2019: Widespread disco...

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.

Shavar Halberstadt ... (+3)
  • Shavar Halberstadt
  • Ben Rickett
  • Russell Waller

New Street: W. Europe Mobile Tariff Tracker Nov 2019: Widespread disco...

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.

Shavar Halberstadt ... (+3)
  • Shavar Halberstadt
  • Ben Rickett
  • Russell Waller

New Street: W. Europe Mobile Tariff Tracker Nov 2019: Widespread disco...

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.

Shavar Halberstadt ... (+3)
  • Shavar Halberstadt
  • Ben Rickett
  • Russell Waller

New Street: W. Europe Mobile Tariff Tracker Nov 2019: Widespread disco...

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.

Dominic Rose ... (+2)
  • 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 Bio...

Dominic Rose ... (+2)
  • 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 Bio...

Dominic Rose ... (+2)
  • 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 Bio...

Dominic Rose ... (+2)
  • 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 Bio...

Dominic Rose ... (+2)
  • 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 Bio...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch