Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) ​has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
830 Views
Chinese Telcos Under Pressure. All Eyes on Trade Talks and 5G Capex Plans
All three Chinese operators posted disappointing revenue numbers in 1Q19. Total service revenue trends slipped, after having shown signs of...
545 Views
China Mobile: Operating and Profit Weakness in 1Q19. Our Main Concern Remains the 5G Capex Outlook.
After a small improvement in operating trends in 4Q18, China Mobile (941 HK) failed to consolidate those gains and recently reported poor 1Q...
527 Views
China Tower: Onwards and Upwards (For Now).
China Tower (788 HK) recently reported strong 1Q19 results, boosted by the adoption of IFRS16 (big positive impact to EBITDA). Revenue growth has...
717 Views
China Mobile 4Q18 Trends Improved Slightly. It Remains Most Exposed to 5G Capex Uncertainty.
Chris Hoare downgraded China Mobile (941 HK) some time ago on rising concerns that 5G capex would be higher than expected. While China Unicom (762...
606 Views