China Mobile: Regulatory Pressure Weighs on 3Q18 Results but KPIs Remain Positive
We made China Mobile (941 HK) our preferred name among the three Chinese telcos back in June. The stock has until recently performed well but has...
316 Views
China Unicom 3Q18 Results Slow as Roaming Fees Cut, but Still Meeting Most Targets
While China Mobile (941 HK) is now our preferred Chinese telecom name, we still like the story at China Unicom (762 HK) and the very low valuation...
297 Views
China Tower Reports 3Q18 Results in Line but Implies Higher Capex.
China Tower reported its first set of figures post- IPO. Detail is lacking, but it looks like momentum has slowed slightly after strong 2Q figures...
839 Views
China Tower V China Mobile: Focus on China Mobile's Returns, Not China Tower's Growth
We have written several times recently on China Tower (788 HK) into and following its IPO. The stock has struggled but remains well above our...
350 Views
Last Week in Event SPACE: Celltrion, Glow, BWX, Nihon Nohyaku, JLT, Unicom
Last Week in Event SPACE ... This placement in Celltrion Healthcare (091990 KS) should be different as its third Singapore plant breaks ground...
399 Views