Chinese Telcos Lower Capex Will Generate Higher Cash Returns. China Unicom Our Top Pick.
After years of reporting declining returns due to high capex, intense competition, and regulatory interference, the Chinese telecom industry may...
383 Views
HTHK (215 HK) Looking to Sell Fixed Line. This Can Release Value for Shareholders. TP Raised.
This is an update of the previous note as there have been developments in releasing value in Hutchison Telecommunications HK (215 HK) (HTHK)....
499 Views
China Telecom: Gaining Share as 1Q17 Shows Strong Top Line Traction
All three Chinese telcos have now reported their 1Q17 results. We will have more detail on this later but, in general terms, we continue to see...
253 Views
China Unicom's Strategy Gaining Traction. 1Q17 Results Show the Improvement
China Unicom's (762 HK) 1Q17 results continue the ongoing recovery with an acceleration in mobile service revenue growth and stable fixed line...
271 Views
Singapore Telco M&A: Lots of Rumors but Is a Deal Really Plausible?
With investment bankers appointed to review strategic options for the three controlling shareholders of M1 (M1 SP) there has been speculation about...
417 Views