Chinese Telecoms: A merger of China Telecom and China Unicom would improve competitive dynamics.
China is looking to improve SOE returns. Regulators are pushing for a level playing field among the Chinese telcos. However, scale at China Mobile...
349 Views
Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
322 Views
Tower Company Information Will Likely Be a Potential Stock Catalyst
All three Chinese telecom service companies have announced that all of their tower assets are to be sold to China Tower Corp., a move which we...
356 Views
CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
282 Views
CHINA SOE REFORM: Thoughts and implications of OIL MERGER rumours
Local press has been heavily speculating that we will get a detailed announcement of the SOE reform plan by March, where the number of central SOEs...
330 Views