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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


James Ratzer
  • James Ratzer
EUR 8909.00
ORA ORANGE
DTE Deutsche Teleko... ... (+3)

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.

ORA ORANGE
DTE DEUTSCHE TELEKOM AG
VOD LN VODAFONE GROUP
6h / 7m 6h / 7m 1 EN
James Ratzer
  • James Ratzer
EUR 8909.00
ORA ORANGE
DTE Deutsche Teleko... ... (+3)

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.

ORA ORANGE
DTE DEUTSCHE TELEKOM AG
VOD LN VODAFONE GROUP
6h / 7m 6h / 7m 1 EN
James Ratzer
  • James Ratzer
EUR 8909.00
ORA ORANGE
DTE Deutsche Teleko... ... (+3)

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.

ORA ORANGE
DTE DEUTSCHE TELEKOM AG
VOD LN VODAFONE GROUP
6h / 7m 6h / 7m 1 EN
Soomit Datta
  • Soomit Datta
EUR 8909.00
PAGS PagSeguro Digit...
STNE STONECO ... (+3)

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.

PAGS PAGSEGURO DIGITAL LTD
STNE STONECO
GETT3 GETNET
6h / 12m 6h / 12m 1 EN
Soomit Datta
  • Soomit Datta
EUR 8909.00
PAGS PagSeguro Digit...
STNE STONECO ... (+3)

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.

PAGS PAGSEGURO DIGITAL LTD
STNE STONECO
GETT3 GETNET
6h / 12m 6h / 12m 1 EN
EUR 717.48

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.

06/20/15 June 20, 2015 5 EN
Shavar Halberstadt ... (+3)
  • Shavar Halberstadt
  • Ben Rickett
  • Russell Waller
EUR 1197.00
SRCG Sunrise Communi...
OBEL ORANGE BELGIUM ... (+5)

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.

SRCG SUNRISE COMMUNICATIONS AG
OBEL ORANGE BELGIUM
VOD LN VODAFONE GROUP
TC1 TELE COLUMBUS
TEL2A TELE2 A
12/13/19 December 13, 2019 33 EN
Shavar Halberstadt ... (+3)
  • Shavar Halberstadt
  • Ben Rickett
  • Russell Waller
EUR 1197.00
SRCG Sunrise Communi...
OBEL ORANGE BELGIUM ... (+5)

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.

SRCG SUNRISE COMMUNICATIONS AG
OBEL ORANGE BELGIUM
VOD LN VODAFONE GROUP
TC1 TELE COLUMBUS
TEL2A TELE2 A
12/13/19 December 13, 2019 33 EN
Shavar Halberstadt ... (+3)
  • Shavar Halberstadt
  • Ben Rickett
  • Russell Waller
EUR 1197.00
SRCG Sunrise Communi...
OBEL ORANGE BELGIUM ... (+5)

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.

SRCG SUNRISE COMMUNICATIONS AG
OBEL ORANGE BELGIUM
VOD LN VODAFONE GROUP
TC1 TELE COLUMBUS
TEL2A TELE2 A
12/13/19 December 13, 2019 33 EN
Shavar Halberstadt ... (+3)
  • Shavar Halberstadt
  • Ben Rickett
  • Russell Waller
EUR 1197.00
SRCG Sunrise Communi...
OBEL ORANGE BELGIUM ... (+5)

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.

SRCG SUNRISE COMMUNICATIONS AG
OBEL ORANGE BELGIUM
VOD LN VODAFONE GROUP
TC1 TELE COLUMBUS
TEL2A TELE2 A
12/13/19 December 13, 2019 33 EN
Shavar Halberstadt ... (+3)
  • Shavar Halberstadt
  • Ben Rickett
  • Russell Waller
EUR 1197.00
SRCG Sunrise Communi...
OBEL ORANGE BELGIUM ... (+5)

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.

SRCG SUNRISE COMMUNICATIONS AG
OBEL ORANGE BELGIUM
VOD LN VODAFONE GROUP
TC1 TELE COLUMBUS
TEL2A TELE2 A
12/13/19 December 13, 2019 33 EN
Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
EUR 4454.50
LONN LONZA GROUP AG
EVT EVOTEC ... (+7)

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...

LONN LONZA GROUP AG
EVT EVOTEC
CTLT CATALENT
BIIB BIOGEN
DIM SARTORIUS STEDIM BIOTECH
207940 SAMSUNG BIOLOGICS
2269 WUXI BIOLOGICS (P CHIP)
01/28/20 January 28, 2020 16 EN
Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
EUR 4454.50
LONN LONZA GROUP AG
EVT EVOTEC ... (+7)

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...

LONN LONZA GROUP AG
EVT EVOTEC
CTLT CATALENT
BIIB BIOGEN
DIM SARTORIUS STEDIM BIOTECH
207940 SAMSUNG BIOLOGICS
2269 WUXI BIOLOGICS (P CHIP)
01/28/20 January 28, 2020 16 EN
Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
EUR 4454.50
LONN LONZA GROUP AG
EVT EVOTEC ... (+7)

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...

LONN LONZA GROUP AG
EVT EVOTEC
CTLT CATALENT
BIIB BIOGEN
DIM SARTORIUS STEDIM BIOTECH
207940 SAMSUNG BIOLOGICS
2269 WUXI BIOLOGICS (P CHIP)
01/28/20 January 28, 2020 16 EN
Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
EUR 4454.50
LONN LONZA GROUP AG
EVT EVOTEC ... (+7)

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...

LONN LONZA GROUP AG
EVT EVOTEC
CTLT CATALENT
BIIB BIOGEN
DIM SARTORIUS STEDIM BIOTECH
207940 SAMSUNG BIOLOGICS
2269 WUXI BIOLOGICS (P CHIP)
01/28/20 January 28, 2020 16 EN
Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
EUR 4454.50
LONN LONZA GROUP AG
EVT EVOTEC ... (+7)

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...

LONN LONZA GROUP AG
EVT EVOTEC
CTLT CATALENT
BIIB BIOGEN
DIM SARTORIUS STEDIM BIOTECH
207940 SAMSUNG BIOLOGICS
2269 WUXI BIOLOGICS (P CHIP)
01/28/20 January 28, 2020 16 EN

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