Last Week in GER Research: Softbank, Haidilao, Tongcheng-Elong, Ctrip and 360 Finance
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team.Ā Ā This week we update on Softbank Group (9984...
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Last Week in GER Research: Softbank, Babytree, Tencent Music, MYOB, Yancoal, Spotify Warning & More!
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team.Ā Last week, Arun initiated IPO coverage...
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China Telecom: Mobile Revenues Hold up Well in 3Q but EBITDA Under Pressure.
The last of the three Chinese Telcos to report, China Telecom (728 HK) delivered decidedly mixed results with mobile revenues holding up well, but...
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China Mobile: Regulatory Pressure Weighs on 3Q18 Results but KPIs Remain Positive
We made China Mobile (941 HK) our preferred name among the three Chinese telcos back in June. The stock has until recently performed well but has...
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China Unicom 3Q18 Results Slow as Roaming Fees Cut, but Still Meeting Most Targets
While China Mobile (941 HK)Ā is now our preferred Chinese telecom name,Ā we still like the story at China Unicom (762 HK) and the very low valuation...
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