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bullish
Chinese Telecoms: Recent Meetings Suggest a Benign Capex Outlook, but There Are Risks over 5G.
714 Views19 Dec 2018 09:32
At recent meetings with the Chinese operators and China Tower (788 HK), Alastair Jones came away convinced the operators were not looking at a...
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Differentiated global TMT & Internet Research
- 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 Telcos: 5G Launches in 2019. Buy the 5G Beneficiary (China Tower).11 Jan 2019
- Chinese Telecoms: Recent Meetings Suggest a Benign Capex Outlook, but There Are Risks over 5G.19 Dec 2018
- China Mobile Stands Out as a Defensive Holding in Turbulent Times11 Dec 2018
- China Mobile Weakness Overdone. Now Our Top Pick.01 Jun 2018
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