Asian Telecom 2Q18 Tower Trends
The major event in the Asian tower space recently was the IPO of China Tower (788 HK). We have written on China Tower recently see it as an...
515 Views
Last Week in Event SPACE: Celltrion, Glow, BWX, Nihon Nohyaku, JLT, Unicom
Last Week in Event SPACE ... This placement in Celltrion Healthcare (091990 KS) should be different as its third Singapore plant breaks ground...
583 Views
China Tower: How Far Could It Fall If China Unicom and China Telecom Merge?
We recently discussed the benefits of a merger of China Unicom (762 HK) and China Telecom (728 HK). Assuming a network merger, we suggest the NPV...
627 Views
China Telecom/Unicom Merger Opportunity to Large to Ignore? We See $50bn+ Synergy Value (Or More)
Recent reports suggested that China is considering a merger of China Unicom (762 HK) and China Telecom (728 HK), revisiting a long rumored tie-up....
596 Views
China Tower: China Unicom – China Telecom Potential Merger, Double Whammy for Minority Shareholders
The Chinese Government is exploring a potential merger of two large telecom companies, China Unicom Hong Kong (762 HK) and China Telecom Corp Ltd...
696 Views