TMT – Chinese Telcos Trimming Staff Costs
According to news reports, the three Chinese telcos are cutting staff costs, which account for ~27% of service opex ex-depreciation and amortization.
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TMT – Chinese Telcos China Computing
Based on our latest forecasts, cloud, which is one of the key elements of computing services they offer, would contribute 20% of their combined...
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TMT – Chinese Telcos Resilient Growth to Continue
The three Chinese telcos will report 2022 results in the coming weeks with China Unicom kicks starting next week on 8 Mar.
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HK Connect Flows Weekly (Aug 7th): Alibaba, Tencent, Xiaomi, Meituan, Knowledge Atlas, CCB, ICBC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Tencent, Xiaomi, Meituan, Knowledge Atlas, CCB,...
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US Vs China Technology, Alibaba, China Unicom, and New World Development
The consensus of bottom in China Tech and China A shares continue to gain favour. Bank of America is the latest to recommend selling US tech to buy...
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