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China Telecom (H) (728 HK)
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279
Analysis
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China
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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15 Aug 2016 10:43
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...
New Street Research
817 Views
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bearish
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Macroeconomics
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03 Aug 2016 07:21
Digging Beneath the Surface of Chinese GDP
China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.Despite agreeing to the...
Christopher Balding
177 Views
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bullish
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Thematic (Sector/Industry)
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01 Aug 2016 01:56
Korea Stock Market Monthly Recap #4 - (July 2016)
Key Events in July - Rebound from the Brexit announcement, driven by expectation of further delay in Fed's rate hikes coupled with increasing...
Douglas Kim
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199 Views
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bullish
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China Mobile
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12 Jul 2016 14:08
China TowerCo: A Low Fee, Low Return Telecom Tower Business. Positive for Chinese Telcos.
After almost a year of discussion in China, we have finally seen announcements from the China Towerco on lease fee payments. The Chinese telco...
New Street Research
283 Views
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bearish
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China Unicom Hong Kong
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09 Jul 2016 21:57
China Unicom Placement: Worst Performing Chinese Telco, Albeit Turn-Around Potential
China Unicom Hong Kong Ltd , one of the three major telecom service providers in China, sees its shareholder Telefonica SA placing 361m shares...
Ke Yan, CFA, FRM
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253 Views
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