Hong Kong Telcos Outlook: Look to a Recovery in Cashflow in 2018
In 2017 the Hong Kong telecom market has been hurt by the specter of pricing competition in both fixed and mobile. HKBN (1310 HK) and HKT (6823 HK)...
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BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP⢠HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
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Emerging Market Telcos: Revenue Accelerating as Youth and Scarce WiFi Leads Users into Mobile Data.
In an earlier note, EM Telcos: Video Growth Drives an EM Wireless Growth Inflection, we looked at the impact of growing online video consumption...
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21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.
Valuations for the Chinese telcos are close to all-time lows on worries of a price war in mobile data (data prices are falling rapidly). We think...
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