Taiwanese Telcos December Results Show Ongoing Pressure on Revenues and Profits

Taiwan Telcos: Recent NT$499 Promotions Skew Short Term Revenue but Suggest Very Weak Numbers Ahead.

Chunghwa Telecom: A One Week Promotion Creates Real Long Term Problems

Taiwan Telcos Revenues Sag as 4G Matures. Outlook Remains Difficult.

Taiwan Telcos Remain Under Pressure. How Will Chunghwa Respond to Market Share Losses?

Taiwan Telcos: Chunghwa Still Struggling. Risk Increasing They Take Action to Protect Share

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As we noted recently, <a href="https://www.smartkarma.com/profiles/1918" target="_blank" data-smartkarma-citation="accounts:1918">Alastair Jones</a> has been cautious on the Taiwanese telco sector given their inability to generate lasting revenue growth from the transition to 4G. One chart says it all really, which shows the rolling 12 months revenue now below levels as 4G started in Taiwan.Last 12 months revenue has slipped below pre 4G levels now<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/040/905/original/TW%20LTM%20revenue.jpg?1513830328" class="editor-image img-responsive" data-smartkarma-image-id="40905"></figure>We met the operators in Taipei recently and they seemed to confirm the difficult outlook with none sounding confident of their ability to deliver either revenue…

As we noted recently, Alastair Jones has been cautious on the Taiwanese telco sector given their inability to generate lasting revenue growth from the transition to 4G. One chart says it all really, which shows the rolling 12 months revenue now below levels as 4G started in Taiwan.Last 12 months revenue has slipped below pre 4G levels nowWe met the operators in Taipei recently and they seemed to confirm the difficult outlook with none sounding confident of their ability to deliver either revenue…

Recent Telco Meetings in Taiwan Confirm Cautious View. Operators Unable to Generate Growth.