China Unicom. Improving Performance Despite The "Profit Warning".
China Unicom's (762 HK) "profit warning" should not be seen as a surprise. What was a surprise was the positive subscriber performance. We...
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Chinese Telecoms: The Demand Opportunity Remains Intact.
We look at concerns over whether Chinese consumers are being overcharged for their telco service. Our analysis on revenue/pop concludes that...
279 Views
China Mobile Recovery Continues as Data Demand Grows Rapidly
We remain positive on China Mobile (CM) (941 HK) which recently released solid 2Q16 results and open the door for upside to earnings estimates....
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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China TowerCo: A Low Fee, Low Return Telecom Tower Business. Positive for Chinese Telcos.
After almost a year of discussion in China, we have finally seen announcements from the China Towerco on lease fee payments. The Chinese telco...
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