Primer: SmarTone (315 HK) - Aug 2026
SmarTone is strategically focused on high-value segments, leveraging its premium network quality and 5G services to drive ARPU growth in Hong...
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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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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
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HKBN (1310 HK): On the Cusp of Being Declared Unconditional
The offer is now unconditional. Based on CCASS data, including acceptances, China Mobile’s shareholding was 61.62% of outstanding shares as of...
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