Narrow-Moat China Mobile Reports Solid First-Quarter Result and Still Smashing Fixed-Line Broadband
China Mobile’s first-quarter 2017 was broadly in line with expectations with service revenue up 6.1%, EBITDA up 3.0%, and net profit up 3.7%. This...
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China Mobile Recovery Trade
China Mobile has underperformed China Unicom (CU bull breakout and buy call) but is nearing absolute support where we see a catch up trade as...
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The Next Big Thing In Space Exploration
Space, the final frontier, is less of a mystery today than a few decades ago. Decades ago, news of a launch of a space probe would make it to the...
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China Telecom: Strong Revenue Growth but Higher Network Costs Hit Ebitda. Outlook Remains Positive.
China Telecom (728 HK) reported solid 4Q16 results, with a sharp acceleration in mobile service revenue propelled by strong data trends. Mobile...
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China Unicom (762 HK): Clear Focus on Improved Returns as Capex Burden Eases.
At first glance, the latest set of results from China Unicom (762 HK) look a bit disappointing as mobile service revenue growth slowed slightly in...
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