bullish
Chinese Telcos: 5G Launches in 2019. Buy the 5G Beneficiary (China Tower).
672 Views11 Jan 2019 12:07
We highlighted in a recent note Chris Hoare's positive outlook for China Tower (788 HK). Our view takes into account the 5G build-out commencing...
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- China Tower Results Confirm Lower Capex Outlook, but Were Otherwise Mixed08 Mar 2019
- Chinese Telcos: Rising 5G Capex Risk Leads to Another Downgrade19 Feb 2019
- Chinese Telcos: Rising Capex Expectations a Risk. Downgrade China Mob and China Tel to Neutral.28 Jan 2019
- Chinese Telecoms: Recent Meetings Suggest a Benign Capex Outlook, but There Are Risks over 5G.19 Dec 2018
- China Mobile and SK Telecom Defensive Plays and Top Trade Set Ups12 Dec 2018
- China Mobile Stands Out as a Defensive Holding in Turbulent Times11 Dec 2018
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