Surging Data Traffic Drives Mobile Revenue Growth at China Unicom
China Unicom (762 HK) pre-released positive key data ahead of results which were then reported in detail late last week. Overall service revenue...
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Cost Controls Bolster China Mobile's Results As Strong Data Demand Offsets Declines in Voice
The Chinese telcos have been reporting and in general they look ok. First to go was China Mobile (941 HK) which reported a slight slowdown in...
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KY's Investing Note: Top Picks (IMax China, CGN Power, China Unicom, Travelsky, SMIC, Sands China)
IntroductionSmartkarma clients following me know that I spend most of my time covering IPOs. What is actually interesting on the Smartkarma...
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BBSP Equity Asia Weekly Research 25 Oct 2017
Long-Term Allocation (Strategic view) in terms of Relative Value vs MXAP• NIKKEI/MXAP: Long-term outperformance still expected.• ASX/MXAP:...
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EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
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