Market Monitor: The New Abysmal
It had been 3 months since we cautioned our readers on the Good, the Bad, and the Ugly of COVID-19 ( Market Monitor: A Corona Hangover, Market...
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Dr. Peng Telecom & Media Group: On Ventilator
Dr Peng Telcom & Media Gr A (600804 CH) (Dr. Peng) is a guarantor of Dr. Peng Hong Kong Holding Limited, an issuer of USD500m bonds maturing...
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China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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China NPC17: Read Across to Telecoms and Internet
In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to...
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