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...
332 Views
China Unicom. The Profit Warning that Isn't.
There is sure to be some nervousness following China Unicom Hong Kong LtdĀ (CU)'s announcement of a profit warning ahead of their 1Q16 results to be...
278 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, Ā China Telecom Corp Ltd HĀ (CT) was the pick with...
319 Views
Singapore Telcos. Price War Fears Overdone Ahead of Possible 4th Entrant.
Following IDA rulings on the upcoming spectrum auction,Ā operators are re-positioning their data tariff tactics. MyRepublic's has recently launched...
300 Views
Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
275 Views