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China Telecom (H) (728 HK)
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China
China Telecom Corporation Limited, through its subsidiaries, provides wireline telephone, data, and Internet, as well as leased line services in China.
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bullish
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China Mobile
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01 Jun 2018 17:26
China Mobile Weakness Overdone. Now Our Top Pick.
Chris Hoare and Alastair Jones looked at the Chinese operators in a previous note and suggested a number of investor fears were overdone. In...
New Street Research
178 Views
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bullish
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China Mobile
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25 May 2018 11:42
Chinese Telecoms: Unwarranted Fears over Capex, Regulation and Data Prices.
Chinese telco stocks have been dismal performers since 4Q17, hit by a number of concerns over regulation and data pricing, and capex (esp for 5G)....
New Street Research
141 Views
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bullish
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Singtel
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22 May 2018 14:25
Singtel: Weakness in Singapore Offset by Strength in Australia.
Singtel (ST SP) recently reported FY March 18 results which on balance somewhat disappointing. There were misses in both the Consumer and...
New Street Research
389 Views
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bullish
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China Tower
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19 May 2018 22:45
China Tower Corp IPO: An Elephant Still Growing
China Tower Corp, the largest telecom tower infrastructure provider in the world, is preparing to raise USD10 billion and list in Hong...
Ke Yan, CFA, FRM
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669 Views
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bullish
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Alibaba Group Holding
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05 May 2018 23:01
Update on Pilot Program on CDRs - Administrative Measures Draft Announced
On Friday May 4th, the China Securities Regulatory Commission released a Draft Document (CSRC link, Chinese only) called "Administrative Measures...
Travis Lundy
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329 Views
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