New Street: Huawei and the Chinese MNOs: Pain and costs but not a collapse
US sanctions on Huawei threaten to disrupt its production of network equipment and smartphones in the short, medium and long term, which could have adverse impacts on Chinese MNOs, also in the short, medium and long term.
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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