EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
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China: The Dollar for the Short Term, Governance for the Long Term
Chinese offshore equities have continued to be among the best performing financial assets in the world over the year-to-date, but the risks are now...
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China Telecom Delivers Good 2Q Result as Market Repair Continues. Returns Are Rising.
China Telecom (728 HK) delivered good 2Q17 results recently, supportive of our thesis of ongoing market repair in China. Mobile revenues were ahead...
158 Views
Last Week in Event SPACE (27 August 2017)
This week, the market allocated a degree of credit to Naspers Ltd (NPN SJ) stub assets; Toshiba Corp (6502 JP) potentially ducked an (other)...
190 Views
Strong 1H Result from China Telecom with Mobile Outshining Fixed Broadband
China Telecom Corp Ltd (H) (728 HK)'s first-half 2017 result was strong with services revenue up 6.8% and EBITDA up 3.7%. Mobile services revenue...
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