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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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Tencent
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20 Apr 2016 10:26
China Internet Update: Mobile Data Traffic Accelerates, Driving Advertising Sales
Financial results for the 4Q15 were generally ahead of investors' expectations. While macro concerns remain, concern over the internet names has...
New Street Research
226 Views
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bullish
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China Unicom Hong Kong
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19 Apr 2016 16:22
China Unicom. The Profit Warning that Isn't.
There is sure to be some nervousness following China Unicom Hong Kong Ltd (CU)'s announcement of a profit warning ahead of their 1Q16 results to be...
New Street Research
195 Views
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bullish
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China Unicom Hong Kong
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12 Apr 2016 12:05
Chinese Telcos: Underlying Return Story Intact Despite Poor Quarterly Results.
The latest round of results from the three Chinese telcos were mixed at best. Of the three, China Telecom Corp Ltd H (CT) was the pick with...
New Street Research
196 Views
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bullish
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Singtel
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31 Mar 2016 09:09
Singapore Telcos. Price War Fears Overdone Ahead of Possible 4th Entrant.
Following IDA rulings on the upcoming spectrum auction, operators are re-positioning their data tariff tactics. MyRepublic's has recently launched...
New Street Research
207 Views
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bearish
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Macroeconomics
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25 Mar 2016 22:33
Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
Mark Artherton
195 Views
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