China Mobile Stands Out as a Defensive Holding in Turbulent Times
Following the 3Q18 results, China Telecom (H) (728 HK) outperformed both China Mobile (941 HK) and China Unicom (762 HK) by around 7%, although...
648 Views
AsiaInfo IPO Update: An Unappealing Mix of Declining Revenue Growth and Cost-Cutting
Asiainfo Technologies (1119892D CH)Â is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
561 Views
AsiaInfo Tech IPO Preview:Â Crossed Wires
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
724 Views
China Telecom: Mobile Revenues Hold up Well in 3Q but EBITDA Under Pressure.
The last of the three Chinese Telcos to report, China Telecom (728 HK) delivered decidedly mixed results with mobile revenues holding up well, but...
542 Views
China Mobile: Regulatory Pressure Weighs on 3Q18 Results but KPIs Remain Positive
We made China Mobile (941 HK) our preferred name among the three Chinese telcos back in June. The stock has until recently performed well but has...
432 Views