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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 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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682 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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341 Views
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bullish
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Alibaba Group Holding
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24 Apr 2018 10:17
Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
Ming Lu
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203 Views
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bearish
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Globe Telecom
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05 Apr 2018 11:56
Globe Telecom: Tower Sharing Comes to the Philippines
The Philippines is one of the few markets with zero tower sharing in Asia. This is what TowerXchange had to say in December 2017, There are...
New Street Research
192 Views
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bullish
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China Mobile
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04 Apr 2018 15:09
China Telecom / China Mobile - All Three Chinese Operators Report Continued Growth
We wrote recently about the increased uncertainty from government policy (mainly related to data roaming charges being removed). The scale of the...
New Street Research
162 Views
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