New Street: Emerging Market Telcos What is the Evidence that Enterprise is following an S-curve?
Over the last year we have become increasingly bullish on the top line outlook for EM Telcos and in particular on their Enterprise segment, as we believe Enterprise revenues for EM Telcos are set to exceed expectations based on our view that Enterprise penetration is following an S-curve.
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
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