China Internet Update: Mobile Data Traffic Accelerates, Driving Advertising Sales
Financial results for the 4Q15 were generally ahead of investors' expectations. While macro concerns remain, concern over the internet names has...
336 Views
China Unicom. The Profit Warning that Isn't.
There is sure to be some nervousness following China Unicom Hong Kong Ltd (CU)'s announcement of a profit warning ahead of their 1Q16 results to be...
284 Views
Chinese Telcos: Underlying Return Story Intact Despite Poor Quarterly Results.
The latest round of results from the three Chinese telcos were mixed at best. Of the three, China Telecom Corp Ltd H (CT) was the pick with...
323 Views
Singapore Telcos. Price War Fears Overdone Ahead of Possible 4th Entrant.
Following IDA rulings on the upcoming spectrum auction, operators are re-positioning their data tariff tactics. MyRepublic's has recently launched...
306 Views
Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
337 Views