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China Telecom (H) (728 HK)
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China Telecom Corporation Limited, through its subsidiaries, provides wireline telephone, data, and Internet, as well as leased line services in China.
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bullish
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Thematic (Sector/Industry)
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14 Mar 2017 15:02
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...
New Street Research
6.2k Views
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bullish
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Thematic (Sector/Industry)
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10 Mar 2017 09:42
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...
New Street Research
2.3k Views
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bullish
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Thematic (Sector/Industry)
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09 Mar 2017 18:38
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...
New Street Research
308 Views
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bullish
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Thematic (Sector/Industry)
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06 Mar 2017 09:04
NPC17: National People's Congress Reports
For those with the time and inclination, I have provided links to the Work Report (given by the Premier), the NDRC Draft Plan for National Economic...
Travis Lundy
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569 Views
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bullish
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Thematic (Sector/Industry)
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17 Feb 2017 15:53
ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
Paul M. Kitney, PhD
285 Views
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