China Tower IPO - A Low Return Entity Created to Boost Telco Returns.
While information flows remain somewhat limited, Chris Hoare has taken a look at China Tower's IPO. We have not had much contact with the company...
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China Mobile Weakness Overdone. Now Our Top Pick.
Chris Hoare and Alastair Jones looked at the Chinese operators in a previous note and suggested a number of investor fears were overdone. In...
371 Views
Chinese Telecoms: Unwarranted Fears over Capex, Regulation and Data Prices.
Chinese telco stocks have been dismal performers since 4Q17, hit by a number of concerns over regulation and data pricing, and capex (esp for 5G)....
359 Views
China Tower Corp IPO:Â An Elephant Still Growing
China Tower Corp, the largest telecom tower infrastructure provider in the world, is preparing to raise USD10 billion and list in Hong...
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China Telecom / China Mobile - All Three Chinese Operators Report Continued Growth
We wrote recently about the increased uncertainty from government policy (mainly related to data roaming charges being removed). The scale of the...
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