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...
263 Views
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...
508 Views
China Unicom: Mobile Growth Remains Strong but Data Roaming Changes Will Have an Impact
China Unicom (762 HK) has been and remains New Street Research's top pick among the Chinese telcos. It has a lower valuation and more levers to...
285 Views
Chinese Telecoms: Increased Uncertainty on Earnings Outlook but Stocks Overly Punished.
Owning the Chinese telcos has always seemed somewhat masochistic. The three HK listed companies, China Mobile (941 HK), China Telecom (728 HK), and...
278 Views
Philippine Telcos: Third Entrant Noise to Persist
When we last wrote about the Philippines, Iain Johnston was hopeful for an improved telecom market in the Philippines with optimism over improving...
321 Views