New Street: China Tower (Buy, TP: HK$1.2, +20%) IR Small Group Call
We hosted a call yesterday evening HK time with IR at China Tower. Despite the continued uncertainty around the expiry of the MSA at the end of the year, China Tower has been recovering this year, with the profit outlook on an underlying basis improving, and with ancillary services driving growth and creating an investment thesis unlike other TowerCos we think.
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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