New Street: Chinese Telcos After 10 years, it is finally time to OWN the Chinese Telcos. Large price target upgrades on all 3
For the last 10 years our view has been that the Chinese telcos are stocks to rent not own, performing well at times, but overall held back by a value-destructive profit chain. Finally, we think this is changing, and in our view they now offer probably the best risk/reward among large caps in EM Telecoms, certainly in Asia.
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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