Update on Pilot Program on CDRs - Administrative Measures Draft Announced
On Friday May 4th, the China Securities Regulatory Commission released a Draft Document (CSRC link, Chinese only) called "Administrative Measures...
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Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
479 Views
Globe Telecom: Tower Sharing Comes to the Philippines
The Philippines is one of the few markets with zero tower sharing in Asia. This is what TowerXchange had to say in December 2017, There are...
377 Views
China Telecom / China Mobile - All Three Chinese Operators Report Continued Growth
We wrote recently about the increased uncertainty from government policy (mainly related to data roaming charges being removed). The scale of the...
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Pilot Program on China Depositary Receipts Launched - Expect the Big 5 to Prep Quickly
A month or so ago it was officially revealed that a China Depositary Receipt program was on its way (it had been mooted unofficially for many...
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