China Mobile Weakness Overdone. Now Our Top Pick.
Chris Hoare and Alastair JonesĀ looked at the Chinese operators in a previous note and suggested a number of investor fears were overdone. In...
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Chinese Telecoms: Unwarranted Fears over Capex, Regulation and Data Prices.
Chinese telco stocks have been dismal performers since 4Q17, hit by a number of concerns over regulation and data pricing, and capex (esp for 5G)....
299 Views
Singtel: Weakness in Singapore Offset by Strength in Australia.
Singtel (ST SP) recently reported FY March 18 results which on balance somewhat disappointing. There were misses in both the Consumer and...
520 Views
China Tower Corp IPO:Ā An Elephant Still Growing
China Tower Corp, the largest telecom tower infrastructure provider in the world, is preparing to raiseĀ USD10 billion and list in Hong...
791 Views
Update on Pilot Program on CDRs -Ā Administrative Measures Draft Announced
On Friday May 4th, the China Securities Regulatory Commission released a Draft DocumentĀ (CSRC link, Chinese only)Ā called "Administrative Measures...
445 Views