China Telecom/Unicom Merger Opportunity to Large to Ignore? We See $50bn+ Synergy Value (Or More)
Recent reports suggested that China is considering a merger of China Unicom (762 HK) and China Telecom (728 HK), revisiting a long rumored tie-up....
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Global Telecom Towers: How Does the China Tower IPO Stack Up? Hint... Not Very Well.
With China Tower 's (1409417D HK) IPO in the offering period Chris Hoare wanted to compare it on a global Towerco comparison. We have written about...
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This Week in Asian Telcos: China Tower IPO the Key Event to Watch Out For
A quick tour of news flow in the Asian telco space in the past week. China: China Tower IPO, SOE reform and 5GChina Tower IPO: The massive China...
589 Views
Escalating US-China Trade War Raises Risks; but Our View Remains that Cooler Heads Will Prevail
Hong Kong & China stock opportunities amid the volatilityThe risk of an escalating global trade war harming growth is likely to weigh on share...
408 Views
China Tower IPO - A Low Return Entity Created to Boost Telco Returns.
While information flows remain somewhat limited, Chris Hoare has taken a look at China Tower's IPO. We have not had much contact with the company...
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