Chinese Telcos Q3 23 review: Outperformance by China Mobile
Chinese operators delivered better growth led by Enterprise and improvements in both mobile and broadband. Amongst the three, China Mobile’s is now outperforming on a YTD basis, while China Unicom witnessed an apparent slowdown.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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