StubWorld - Set-Up/Unwind Extremes: Rusal, PCCW, Kingboard
This week I briefly look at recent (& ongoing) bifurcations in United Co Rusal Plc (486 HK); PCCW Ltd (8 HK); Kingboard Chemical Holdings (148...
206 Views
Global Telecoms: Wireless Supply and Demand Compared. Huge Variations in Network Stress
We have looked at wireless supply and demand for 92 operators in 25 countries (but the focus here is largely on Asian markets). The various...
139 Views
China Telecom Delivers Good 2Q Result as Market Repair Continues. Returns Are Rising.
China Telecom (728 HK) delivered good 2Q17 results recently, supportive of our thesis of ongoing market repair in China. Mobile revenues were ahead...
158 Views
Strong 1H Result from China Telecom with Mobile Outshining Fixed Broadband
China Telecom Corp Ltd (H) (728 HK)'s first-half 2017 result was strong with services revenue up 6.8% and EBITDA up 3.7%. Mobile services revenue...
153 Views
China Unicom's Mixed Ownership Reform Plans Announced but Benefits Likely Overhyped
China Unicom Hong Kong Ltd (762 HK)'s first-half result was slightly better than expected with strength in the mobile businesses more...
224 Views