China Internet Update: Mobile Data Traffic Accelerates, Driving Advertising Sales
Financial results for the 4Q15 were generally ahead of investors' expectations. While macro concerns remain, concern over the internet names has...
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China Unicom. The Profit Warning that Isn't.
There is sure to be some nervousness following China Unicom Hong Kong Ltd (CU)'s announcement of a profit warning ahead of their 1Q16 results to be...
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Chinese Telcos: Underlying Return Story Intact Despite Poor Quarterly Results.
The latest round of results from the three Chinese telcos were mixed at best. Of the three, China Telecom Corp Ltd H (CT) was the pick with...
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Singapore Telcos. Price War Fears Overdone Ahead of Possible 4th Entrant.
Following IDA rulings on the upcoming spectrum auction, operators are re-positioning their data tariff tactics. MyRepublic's has recently launched...
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The Urge to Merge (China Moves)
In our recent post we talked about the likelihood of regulators allowing in market mergers within emerging markets. While this traditionally would...
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