Pilot Program on China Depositary Receipts Launched - Expect the Big 5 to Prep Quickly
A month or so ago it was officially revealed that a China Depositary Receipt program was on its way (it had been mooted unofficially for many...
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Indian Telcos: Are We Looking at a Two-Player Market as JIO Keeps the Pressure on Incumbents?
The standard view of Indian telecoms has been that India was moving rapidly to become a three-player market as Reliance Industries' (RIL IN) Jio...
190 Views
China Unicom: Mobile Growth Remains Strong but Data Roaming Changes Will Have an Impact
China Unicom (762 HK) has been and remains New Street Research's top pick among the Chinese telcos. It has a lower valuation and more levers to...
169 Views
Chinese Telecoms: Increased Uncertainty on Earnings Outlook but Stocks Overly Punished.
Owning the Chinese telcos has always seemed somewhat masochistic. The three HK listed companies, China Mobile (941 HK), China Telecom (728 HK), and...
140 Views
China Mobile Seeing Increased Mobile Competition but Continuing to Dominate Fixed Broadband
China Mobile Ltd (941 HK)'s subscriber numbers over 2017 showed increased competition in the mobile market with China Unicom Hong Kong Ltd (762 HK)...
165 Views