Recent Meetings with the Chinese Telcos: Preference for China Unicom Retained
We met with the Chinese telco operators before Christmas and our comments are summarized below. As a general comment, the meetings did not change...
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Likely Overreaction to Mixed Ownership's Impact on China Unicom
China Unicom’s stock price rose around 10% following reports on Bloomberg and other news outlets that Baidu Inc (ADR) (BIDU US) , Alibaba Group...
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5G: Will Enhanced TD-LTE Become a Stepping Stone to 5G?
5G considerations have moved to centre stage for operators, vendors, policy makers and regulators globally in recent months as technology roadmaps...
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Nine STI Stocks See Volume Surge in Early Week
§ As many as 9 STI Stocks have traded more than double their three month daily average volume in trading sessions for the early week of 21...
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China Mobile: Revenue Slowdown, Profitability Intact.
My learned peers at Morningstar have already commented on the China Mobile (941 HK) results in Narrow-Moat China Mobile Reports Weaker Third...
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