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China Mobile (941 HK)
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543
Analysis
Communication Services
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Hong Kong
China Mobile Limited provides telecommunication services. The Company offers wireline voice, broadband, roaming, and other related services. China Mobile serves customers in Hong Kong.
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bearish
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Advanced Info Service
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05 Mar 2019 11:49
Thai Telcos Struggle as All Three Seek to Gain Share While Spectrum Risk Looms Again in 2019.
Chris Hoare met the Thai telcos recently but did not come away particularly enthused. His view is that the market probably remains tough this year....
New Street Research
219 Views
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bullish
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MSCI World Index
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20 Feb 2019 06:24
Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
Vermilion Research
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591 Views
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bearish
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China Mobile
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19 Feb 2019 12:03
Chinese Telcos: Rising 5G Capex Risk Leads to Another Downgrade
We recently downgraded the Chinese telcos on rising concerns that the telcos will be required to do "national service" to support China's...
New Street Research
646 Views
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bullish
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China Tower
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31 Jan 2019 13:00
China Tower Corp: Trading Idea Before Lock-Up Expiry
China Tower Corp, the owner and operator and telecommunication tower network in China, listed on August 8th last year. Over the past six months,...
Ke Yan, CFA, FRM
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677 Views
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bearish
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China Mobile
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28 Jan 2019 14:41
Chinese Telcos: Rising Capex Expectations a Risk. Downgrade China Mob and China Tel to Neutral.
We have been positive on the Chinese telcos, in part due to our thesis that peak 5G capex expectations were too high for China Mobile. That has...
New Street Research
408 Views
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