Chunghwa Telecom: A One Week Promotion Creates Real Long Term Problems
We put out a brief update following Chunghwa's (2412 TT) recent promotional NT$499 offering. Alastair Jones has now taken a close look at recent...
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Taiwan Telcos: Recent NT$499 Promotions Skew Short Term Revenue but Suggest Very Weak Numbers Ahead.
We had a quick look at recent data from the Taiwanese operators, particularly Chunghwa Telecom (2412 TT). The most recently reported monthly...
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Taiwanese Telcos December Results Show Ongoing Pressure on Revenues and Profits
The Taiwanese operators recently reported preliminary FY18 results which show the mobile industry continuing to struggle. Revenues hit a 4...
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Recent Telco Meetings in Taiwan Confirm Cautious View. Operators Unable to Generate Growth.
As we noted recently, Alastair Jones has been cautious on the Taiwanese telco sector given their inability to generate lasting revenue growth from...
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Taiwan Telcos Revenues Sag as 4G Matures. Outlook Remains Difficult.
Although 4G arrived with much hope in Taiwan, it has proven to be (another) failure for the industry. There had been hope that the operators would...
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