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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Taiwan Tax Reform: Positive to Domestic Investors but Only Marginal Impact to Corporates' Earnings
What's new?Taiwan Ministry of Finance announced yesterday a new tax reform (starting 2019 calendar year for 2018 income taxes) to cut personal tax...
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