Hong Kong Telcos Outlook: Look to a Recovery in Cashflow in 2018
In 2017 the Hong Kong telecom market has been hurt by the specter of pricing competition in both fixed and mobile. HKBN (1310 HK) and HKT (6823 HK)...
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Emerging Market Telcos: Revenue Accelerating as Youth and Scarce WiFi Leads Users into Mobile Data.
In an earlier note, EM Telcos: Video Growth Drives an EM Wireless Growth Inflection, we looked at the impact of growing online video consumption...
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China Unicom Buy Support with Good Risk to Reward
After China Unicom rallied from our 10.10 buy in level to our 12.70 target and sell zone it has pullback back to a fresh support zone that shows...
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Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.
Valuations for the Chinese telcos are close to all-time lows on worries of a price war in mobile data (data prices are falling rapidly). We think...
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China Telecom Reports Continuing Solid Trends in Mobile and Fixed Line Services
Along with its peers, China Telecom (728 HK) reported solid 3Q17 results with continued revenue share expansion in mobile and a clear turnaround in...
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