Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
830 Views
China TowerCo: A Low Fee, Low Return Telecom Tower Business. Positive for Chinese Telcos.
After almost a year of discussion in China, we have finally seen announcements from the China Towerco on lease fee payments. The Chinese telco...
302 Views
China Unicom Placement: Worst Performing Chinese Telco, Albeit Turn-Around Potential
China Unicom Hong Kong Ltd , one of the three major telecom service providers in China, sees its shareholder Telefonica SA placing 361m shares...
259 Views
China Mobile Internal Training Highlights Competitive Threat of China Telecom - BUY - 30%+ Upside
China Telecom Sees Revenue Growth with Stable Margins - 30%+Upside - BUY We recently gained insight into some of China Mobile’s competitive...
323 Views
Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
214 Views