Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
307 Views
Tower Company Information Will Likely Be a Potential Stock Catalyst
All three Chinese telecom service companies have announced that all of their tower assets are to be sold to China Tower Corp., a move which we...
350 Views
Beware highly valued EM Telcos. We expect reversion to mean and see opportunity in the laggards.
These days, Telcos are often seen as near utilities. New Street Research believes this is a dangerous belief. Telecoms is a technology business and...
257 Views
U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
258 Views
Actionable Tactical Trade: Long China Mobile H-Share 941HK on Strong Southbound Momentum & A/H Prem.
This insight aims to explore the short-term trade momentum for China Mobile 941 HK. 1) Strong Southbound flow has been driving the share price 2)...
500 Views