Chinese Telecoms: A merger of China Telecom and China Unicom would improve competitive dynamics.
China is looking to improve SOE returns. Regulators are pushing for a level playing field among the Chinese telcos. However, scale at China Mobile...
458 Views
Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
454 Views
Tower Company Information Will Likely Be a Potential Stock Catalyst
All three Chinese telecom service companies have announced that all of their tower assets are to be sold to China Tower Corp., a move which we...
479 Views
Beware highly valued EM Telcos. We expect reversion to mean and see opportunity in the laggards.
These days, Telcos are often seen as near utilities. New Street Research believes this is a dangerous belief. Telecoms is a technology business and...
306 Views
U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
334 Views