Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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China TowerCo: A Low Fee, Low Return Telecom Tower Business. Positive for Chinese Telcos.
After almost a year of discussion in China, we have finally seen announcements from the China Towerco on lease fee payments. The Chinese telco...
281 Views
China Unicom Placement: Worst Performing Chinese Telco, Albeit Turn-Around Potential
China Unicom Hong Kong Ltd , one of the three major telecom service providers in China, sees its shareholder Telefonica SA placing 361m shares...
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China Mobile Internal Training Highlights Competitive Threat of China Telecom - BUY - 30%+ Upside
China Telecom Sees Revenue Growth with Stable Margins - 30%+Upside - BUY We recently gained insight into some of China Mobile’s competitive...
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Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
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