China Unicom (762 HK): Clear Focus on Improved Returns as Capex Burden Eases.
At first glance, the latest set of results from China Unicom (762 HK) look a bit disappointing as mobile service revenue growth slowed slightly in...
240 Views
China Unicom Breakout
We remain bullish H shares in Hong Kong and looking for rotation plays and China Unicom stands out (as does China Mobile) given the bullish...
327 Views
Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
2.4k Views
Recent Meetings with the Chinese Telcos: Preference for China Unicom Retained
We met with the Chinese telco operators before Christmas and our comments are summarized below. As a general comment, the meetings did not change...
327 Views
Likely Overreaction to Mixed Ownership's Impact on China Unicom
China Unicom’s stock price rose around 10% following reports on Bloomberg and other news outlets that Baidu Inc (ADR) (BIDU US) , Alibaba Group...
208 Views