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...
162 Views
China Unicom: Mobile Growth Remains Strong but Data Roaming Changes Will Have an Impact
China Unicom (762 HK) has been and remains New Street Research's top pick among the Chinese telcos. It has a lower valuation and more levers to...
169 Views
Chinese Telecoms: Increased Uncertainty on Earnings Outlook but Stocks Overly Punished.
Owning the Chinese telcos has always seemed somewhat masochistic. The three HK listed companies, China Mobile (941 HK), China Telecom (728 HK), and...
140 Views
StubWorld - Set-Up & Unwind Extremes: China Conch, China Unicom
This week: recent outperformance implies China Conch Venture Holdings Ltd (586 HK)'s rump is no longer free; and a brief update on China Unicom...
302 Views
China Mobile Seeing Increased Mobile Competition but Continuing to Dominate Fixed Broadband
China Mobile Ltd (941 HK)'s subscriber numbers over 2017 showed increased competition in the mobile market with China Unicom Hong Kong Ltd (762 HK)...
165 Views