China Mobile: Top Line Accelerates Again
China Mobile's (941 HK) 1Q17 results showed an acceleration in service revenues from 3% in 4Q16 to 6% in 1Q17. The growth includes the wireline...
166 Views
M1 - What Monsters Lurk Beneath?
M1 Ltd (M1 SP) may be setting up for something interesting. The environment in Singapore telecom is different than it was 10yrs ago, 5yrs ago, 2yrs...
845 Views
Narrow-Moat China Mobile Reports Solid First-Quarter Result and Still Smashing Fixed-Line Broadband
China Mobile’s first-quarter 2017 was broadly in line with expectations with service revenue up 6.1%, EBITDA up 3.0%, and net profit up 3.7%. This...
200 Views
China Mobile Recovery Trade
China Mobile has underperformed China Unicom (CU bull breakout and buy call) but is nearing absolute support where we see a catch up trade as...
182 Views
The Next Big Thing In Space Exploration
Space, the final frontier, is less of a mystery today than a few decades ago. Decades ago, news of a launch of a space probe would make it to the...
263 Views