Chinese Telecoms Look to a Better 2H19 but 5G Capex Looms. Network Sharing Is Not a Panacea
Results from the Chinese telcos in 2Q remained lacklustre although we do expect 2H19 to show some improvement. The problem is that 5G capex looms...
464 Views
YOFC (6869): ASP Pressure but Saved by Peru
Yangtze Optical Fibre And H (6869 HK) share price has been sold off due to the ASP pressure and delayed orders from the big telco such as China...
507 Views
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
701 Views
Chinese Telcos Under Pressure. All Eyes on Trade Talks and 5G Capex Plans
All three Chinese operators posted disappointing revenue numbers in 1Q19. Total service revenue trends slipped, after having shown signs of...
464 Views
China Mobile: Operating and Profit Weakness in 1Q19. Our Main Concern Remains the 5G Capex Outlook.
After a small improvement in operating trends in 4Q18, China Mobile (941 HK) failed to consolidate those gains and recently reported poor 1Q...
454 Views