Taiwanese Telcos December Results Show Ongoing Pressure on Revenues and Profits
The Taiwanese operators recently reported preliminary FY18 results which show the mobile industry continuing to struggle. Revenues hit a 4...
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Recent Telco Meetings in Taiwan Confirm Cautious View. Operators Unable to Generate Growth.
As we noted recently, Alastair Jones has been cautious on the Taiwanese telco sector given their inability to generate lasting revenue growth from...
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Taiwan Telcos Revenues Sag as 4G Matures. Outlook Remains Difficult.
Although 4G arrived with much hope in Taiwan, it has proven to be (another) failure for the industry. There had been hope that the operators would...
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Apple Asks Operators to Take IPhone 6/6s Inventories to Secure IPhone 8 Quota
What's new?According to Commercial Times today, Apple Inc (AAPL US) asked Chunghwa Telecom Co Ltd (2412 TT), Far Eastone Telecomm Co Ltd (4904 TT),...
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Taiwan Telcos Remain Under Pressure. How Will Chunghwa Respond to Market Share Losses?
Chunghwa Telecom (2412 TT) continues to be our main source of concern in the Taiwanese telecom market. The market remains expensive and hopes for...
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