New Street Research - China Unicom (762 HK) New Street: China Unicom (Buy, TP: HK$5.2, +28%) IR Small Group Call

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New Street Research

Chris Hoare

New Street: China Unicom (Buy, TP: HK$5.2, +28%) IR Small Group Call

We hosted a call this evening HK time with IR at China Unicom. As with China Telecom & China Mobile earlier (Telecom – feedback HERE, replay HERE, Mobile feedback HERE, replay HERE) the company is giving a more bullish message on growth (revenue & profit) than in the past.

16/09/2021 3 EN

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China Unicom

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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:

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Pan European Telecom Services and Cable

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Chris Hoare

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New Street: China Unicom (Buy, TP: HK$5.2, +28%) IR Small Group Call

Chinese Telcos & Towers Outlook 2024 – Expect another good year for the telcos

Chinese Telcos Q3 23 review: Outperformance by China Mobile

Chinese Telcos Q2 23 review: Better EBITDA; Enterprise continue to drive incremental topline growth

Amazon (AMZN, Buy, $225 target) Inventory pull-forward mitigates tariffs....for now

New DoD proposal on spectrum for carriers

Microsoft 3FQ25: AI re-platforming delivers results. Buy $550 TP.

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