StubWorld: PCCW Is âCheapâ but Stub Ops Are Deteriorating
This week in StubWorld ... Select media ops (Free TV and OTT), together with substantial losses booked to other businesses and eliminations,...
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Chinese Telcos: Rising 5G Capex Risk Leads to Another Downgrade
We recently downgraded the Chinese telcos on rising concerns that the telcos will be required to do "national service" to support China's...
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China Tower Corp:Â Trading Idea Before Lock-Up Expiry
China Tower Corp, the owner and operator and telecommunication tower network in China, listed on August 8th last year. Over the past six months,...
949 Views
Chinese Telcos: Rising Capex Expectations a Risk. Downgrade China Mob and China Tel to Neutral.
We have been positive on the Chinese telcos, in part due to our thesis that peak 5G capex expectations were too high for China Mobile. That has...
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Chinese Telcos: 5G Launches in 2019. Buy the 5G Beneficiary (China Tower).
We highlighted in a recent note Chris Hoare's positive outlook for China Tower (788 HK). Our view takes into account the 5G build-out commencing...
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