China Telecom: Mobile Revenues Hold up Well in 3Q but EBITDA Under Pressure.
The last of the three Chinese Telcos to report, China Telecom (728 HK) delivered decidedly mixed results with mobile revenues holding up well, but...
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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...
309 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...
293 Views
Last Week in GER Research: A Dancing Tesla, Babytree, Mobvista, TuanChe and Pintec
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we recap on polarized Tesla Motors...
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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...
835 Views