New Street Research - China Mobile (941 HK) ... New Street: China Mobile and CBN have an easy path to 5G coverage with 700MHz

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New Street Research

Andrew Entwistle

New Street: China Mobile and CBN have an easy path to 5G coverage with 700MHz

Given the good propagation of 700MHz spectrum, the path to near-ubiquitous 5G population coverage for the CM/CBN joint venture is extremely straightforward.

01/07/2020 3 EN

Underlyings

China Mobile

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CHINA TELECOM CORP LTD-H

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China Tower Corp Ltd

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China Unicom

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Provider

New Street Research

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
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Global Emerging Market Telecoms
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Pan European Telecom Services and Cable

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Analysts

Andrew Entwistle

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New Street: China Mobile and CBN have an easy path to 5G coverage with 700MHz

Chinese Telcos & Tower Outlook 2025: Expect performance to continue, switch to Unicom

Chinese Telcos Q3 24 review: Macro continues to impact the top line

Chinese Telcos Q2 24 review: Strong earnings despite softer topline; rising dividends

Microsoft vs. OpenAI: Implications for investors?

SATS, Carr, and the Art of the No Deal…Yet

Supreme Court Upholds USF Framework but Reform Still Ahead

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