Taiwan Telcos: Run up to 5G Auction Will Drive Uncertainty. Remain Cautious
The Taiwanese telecom regulator (NCC) recently announced the structure of the upcoming 5G auction which is due in 4Q19. The introduction of...
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Recent Telco Meetings in Taiwan Confirm Cautious View. Operators Unable to Generate Growth.
As we noted recently, Alastair Jones has been cautious on the Taiwanese telco sector given their inability to generate lasting revenue growth from...
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Taiwan Telcos Revenues Sag as 4G Matures. Outlook Remains Difficult.
Although 4G arrived with much hope in Taiwan, it has proven to be (another) failure for the industry. There had been hope that the operators would...
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Taiwan Telcos Remain Under Pressure. How Will Chunghwa Respond to Market Share Losses?
Chunghwa Telecom (2412 TT) continues to be our main source of concern in the Taiwanese telecom market. The market remains expensive and hopes for...
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AGM Asian Pay Television Trust (APTT SP): Dividend Confirmed Again, Still 12% Yield
On Thursday 27th of April I attended the AGM of Asian Pay Television Trust (APTT SP) in Singapore. The meeting was attended by approximately...
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