bearish
Chinese Telcos: Rising Capex Expectations a Risk. Downgrade China Mob and China Tel to Neutral.
410 Views28 Jan 2019 14:41
We have been positive on the Chinese telcos, in part due to our thesis that peak 5G capex expectations were too high for China Mobile. That has...
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- China Mobile Stands Out as a Defensive Holding in Turbulent Times11 Dec 2018
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