Philippines Telcos: Waiting for a Third Operator, or Not.
While the Philippine telecom market continues to show solid growth, investor focus remains on the risk of a third entrant. On that front,...
468 Views
China Tower: How Far Could It Fall If China Unicom and China Telecom Merge?
We recently discussed the benefits of a merger of China Unicom (762 HK) and China Telecom (728 HK). Assuming a network merger, we suggest the NPV...
437 Views
China Telecom/Unicom Merger Opportunity to Large to Ignore? We See $50bn+ Synergy Value (Or More)
Recent reports suggested that China is considering a merger of China Unicom (762 HK) and China Telecom (728 HK), revisiting a long rumored tie-up....
368 Views
China Tower: China Unicom – China Telecom Potential Merger, Double Whammy for Minority Shareholders
The Chinese Government is exploring a potential merger of two large telecom companies, China Unicom Hong Kong (762 HK) and China Telecom Corp Ltd...
490 Views
Global Telecom Towers: How Does the China Tower IPO Stack Up? Hint... Not Very Well.
With China Tower 's (1409417D HK) IPO in the offering period Chris Hoare wanted to compare it on a global Towerco comparison. We have written about...
583 Views