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...
836 Views
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...
344 Views
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...
396 Views
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...
426 Views
China Telecom/Unicom Merger Opportunity to Large to Ignore? We See $50bn+ Synergy Value (Or More)
Recent reports suggested that China is considering a merger of China Unicom (762 HK) and China Telecom (728 HK), revisiting a long rumored tie-up....
354 Views