New Street: Chinese Telcos Enterprise revenues to double in 6 years
We analyse the Enterprise opportunity in China, which is accelerating as it enters the steepest part of the S-curve, in common with other EM markets where we have published a note today on our more bullish outlook for EM Enterprise revenues. Overall revenue trends are likely to improve as a result, driving double digit EPS growth.
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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