China Mobile Internal Training Highlights Competitive Threat of China Telecom - BUY - 30%+ Upside
China Telecom Sees Revenue Growth with Stable Margins - 30%+Upside - BUY We recently gained insight into some of China Mobile’s competitive...
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China: Poor Return for a Big Spend on Soft Power
China spends billions of dollars every year on promoting its image around the world. But recent figures in the Soft Power 30 rankings suggest that...
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US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
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5G Set to Disrupt the Cellular Business Model.
New Street Research has been trying to separate the hype from reality for 5G . The traditional cellular business model is already passing, with...
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Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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