Chinese Telcos Under Pressure. All Eyes on Trade Talks and 5G Capex Plans
All three Chinese operators posted disappointing revenue numbers in 1Q19. Total service revenue trends slipped, after having shown signs of...
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China Mobile: Operating and Profit Weakness in 1Q19. Our Main Concern Remains the 5G Capex Outlook.
After a small improvement in operating trends in 4Q18, China Mobile (941 HK) failed to consolidate those gains and recently reported poor 1Q...
454 Views
China Tower: Onwards and Upwards (For Now).
China Tower (788 HK) recently reported strong 1Q19 results, boosted by the adoption of IFRS16 (big positive impact to EBITDA). Revenue growth has...
597 Views
China - Not Out of the Woods by Any Means
The Chinese onshore and offshore equity markets have been outstanding performers over Q1, due to; i) rising hopes of a trade settlement with the...
588 Views
HK Connect Discovery Weekly: Air China and Great Wall Motor (2019-04-04)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
630 Views