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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Hong Kong Wireless: HKT Remains Our Top Pick on Consolidation Benefits.
Overall service revenue growth for the Hong Kong Wireless operators was negative in 2H15 as voice trends remain weak. However, margins were...
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HKBN Moves into Commercial Market with Acquisition of New World Telecoms
Hkbn Ltd (HKBN) announced today a deal to acquire New World Development's New World Telecoms business (NWTL) for around HK$650m, This will deliver...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
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