China Telecom Reports Continuing Solid Trends in Mobile and Fixed Line Services
Along with its peers, China Telecom (728 HK) reported solid 3Q17 results with continued revenue share expansion in mobile and a clear turnaround in...
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Surging Data Traffic Drives Mobile Revenue Growth at China Unicom
China Unicom (762 HK) pre-released positive key data ahead of results which were then reported in detail late last week. Overall service revenue...
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Cost Controls Bolster China Mobile's Results As Strong Data Demand Offsets Declines in Voice
The Chinese telcos have been reporting and in general they look ok. First to go was China Mobile (941 HK) which reported a slight slowdown in...
217 Views
StubWorld - Set-Up/Unwind Extremes: Rusal, PCCW, Kingboard
This week I briefly look at recent (& ongoing) bifurcations in United Co Rusal Plc (486 HK); PCCW Ltd (8 HK); Kingboard Chemical Holdings (148...
292 Views
Global Telecoms: Wireless Supply and Demand Compared. Huge Variations in Network Stress
We have looked at wireless supply and demand for 92 operators in 25 countries (but the focus here is largely on Asian markets). The various...
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