China Telecom Reports Continuing Solid Trends in Mobile and Fixed Line Services
Along with its peers, China Telecom (728 HK) reported solid 3Q17 results with continued revenue share expansion in mobile and a clear turnaround in...
209 Views
Surging Data Traffic Drives Mobile Revenue Growth at China Unicom
China Unicom (762 HK) pre-released positive key data ahead of results which were then reported in detail late last week. Overall service revenue...
268 Views
Cost Controls Bolster China Mobile's Results As Strong Data Demand Offsets Declines in Voice
The Chinese telcos have been reporting and in general they look ok. First to go was China Mobile (941 HK) which reported a slight slowdown in...
213 Views
EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
404 Views
Philippine Telcos: Recent Meetings Suggest PLDT's Fixed Line Investments Are Starting to Pay Off.
Iain Johnston recently met the Philippine telcos and came away with a continued preference for PLDT (TEL PM) over Globe Telecom (GLO PM). While we...
277 Views