bearish
Chinese Telcos: Rising Capex Expectations a Risk. Downgrade China Mob and China Tel to Neutral.
377 Views28 Jan 2019 14:41
We have been positive on the Chinese telcos, in part due to our thesis that peak 5G capex expectations were too high for China Mobile. That has...
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Differentiated global TMT & Internet Research
- China Tower. How Far Will It Rally?19 Mar 2019
- China Tower Results Confirm Lower Capex Outlook, but Were Otherwise Mixed08 Mar 2019
- Chinese Telcos: Rising 5G Capex Risk Leads to Another Downgrade19 Feb 2019
- Chinese Telcos: Rising Capex Expectations a Risk. Downgrade China Mob and China Tel to Neutral.28 Jan 2019
- Chinese Telcos: 5G Launches in 2019. Buy the 5G Beneficiary (China Tower).11 Jan 2019
- China Mobile Stands Out as a Defensive Holding in Turbulent Times11 Dec 2018
- China Mobile Weakness Overdone. Now Our Top Pick.01 Jun 2018
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