New Street Research - China Mobile (941 HK) ... New Street: Chinese Telcos: CBN - 4th player economics suggest potential for deep disruption, China Mobile to Reduce

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New Street Research

Chris Hoare

New Street: Chinese Telcos: CBN - 4th player economics suggest potential for deep disruption, China Mobile to Reduce

An in-depth analysis of CBNâ€™s mobile entry suggests the 4th player has stronger economics & greater potential for deep disruption. The result is a classic market dislocation.

13/07/2020 19 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
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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Analysts

Chris Hoare

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New Street: Chinese Telcos: CBN - 4th player economics suggest potential for deep disruption, China Mobile to Reduce

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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