New Street: Chinese Telcos: Improving growth outlook; Upgrade all 3 telcos to Buy
Data from the MIIT suggests telecom industry revenue growth hit nearly 5% in Q4. As 5G continues to proliferate through the base, and with comps getting easier and Enterprise revenues likely to stay strong, it is likely that there are further improvements in 2021.
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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