China Tower Reports 3Q18 Results in Line but Implies Higher Capex.
China Tower reported its first set of figures post- IPO. Detail is lacking, but it looks like momentum has slowed slightly after strong 2Q figures...
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China Tower V China Mobile: Focus on China Mobile's Returns, Not China Tower's Growth
We have written several times recently on China Tower (788 HK) into and following its IPO. The stock has struggled but remains well above our...
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Asian Telecom 2Q18 Tower Trends
The major event in the Asian tower space recently was the IPO of China Tower (788 HK). We have written on China Tower recently see it as an...
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Last Week in Event SPACE: Celltrion, Glow, BWX, Nihon Nohyaku, JLT, Unicom
Last Week in Event SPACE ... This placement in Celltrion Healthcare (091990 KS) should be different as its third Singapore plant breaks ground...
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China Tower: How Far Could It Fall If China Unicom and China Telecom Merge?
We recently discussed the benefits of a merger of China Unicom (762 HK) and China Telecom (728 HK). Assuming a network merger, we suggest the NPV...
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