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China Telecom (H) (728 HK)
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346
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China Telecom Corporation Limited, through its subsidiaries, provides wireline telephone, data, and Internet, as well as leased line services in China.
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Singtel (Singapore Telecommunications)
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22 May 2018 14:25
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...
New Street Research
520 Views
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bullish
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China Tower
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19 May 2018 22:45
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...
Ke Yan, CFA, FRM
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791 Views
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bullish
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Alibaba
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05 May 2018 23:01
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...
Travis Lundy
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445 Views
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bullish
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Alibaba
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24 Apr 2018 10:17
Alibaba (BABA) ā Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
Ming Lu
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381 Views
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Globe Telecom
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05 Apr 2018 11:56
Globe Telecom: Tower Sharing Comes to the Philippines
The Philippines is one of the few markets with zero tower sharing in Asia. This is what TowerXchange had to say in December 2017,Ā There are...
New Street Research
323 Views
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