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
StubWorld - Set-Up & Unwind Extremes: China Conch, China Unicom
This week: recent outperformance implies China Conch Venture Holdings Ltd (586 HK)'s rump is no longer free; and a brief update on China Unicom...
413 Views
China Mobile Seeing Increased Mobile Competition but Continuing to Dominate Fixed Broadband
China Mobile Ltd (941 HK)'s subscriber numbers over 2017 showed increased competition in the mobile market with China Unicom Hong Kong Ltd (762 HK)...
241 Views
Hong Kong Telcos Outlook: Look to a Recovery in Cashflow in 2018
In 2017 the Hong Kong telecom market has been hurt by the specter of pricing competition in both fixed and mobile. HKBN (1310 HK) and HKT (6823 HK)...
295 Views