Market Monitor: The New Abysmal
It had been 3 months since we cautioned our readers on the Good, the Bad, and the Ugly of COVID-19 ( Market Monitor: A Corona Hangover, Market...
270 Views
Dr. Peng Telecom & Media Group: On Ventilator
Dr Peng Telcom & Media Gr A (600804 CH) (Dr. Peng) is a guarantor of Dr. Peng Hong Kong Holding Limited, an issuer of USD500m bonds maturing...
357 Views
China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
6.2k Views
Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
2.3k Views
China NPC17: Read Across to Telecoms and Internet
In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to...
307 Views