China Mobile Seeing Increased Mobile Competition but Continuing to Dominate Fixed Broadband
China Mobile Ltd (941 HK)'s subscriber numbers over 2017 showed increased competition in the mobile market with China Unicom Hong Kong Ltd (762 HK)...
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Hong Kong Telcos Outlook: Look to a Recovery in Cashflow in 2018
In 2017 the Hong Kong telecom market has been hurt by the specter of pricing competition in both fixed and mobile. HKBN (1310 HK) and HKT (6823 HK)...
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Emerging Market Telcos: Revenue Accelerating as Youth and Scarce WiFi Leads Users into Mobile Data.
In an earlier note, EM Telcos: Video Growth Drives an EM Wireless Growth Inflection, we looked at the impact of growing online video consumption...
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China Unicom Buy Support with Good Risk to Reward
After China Unicom rallied from our 10.10 buy in level to our 12.70 target and sell zone it has pullback back to a fresh support zone that shows...
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Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.
Valuations for the Chinese telcos are close to all-time lows on worries of a price war in mobile data (data prices are falling rapidly). We think...
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