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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21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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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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China Telecom Reports Continuing Solid Trends in Mobile and Fixed Line Services
Along with its peers, China Telecom (728 HK) reported solid 3Q17 results with continued revenue share expansion in mobile and a clear turnaround in...
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