New Street Research - New Street: Chinese Telco Q4 21 review: Decent quarter, shareholder value unlocked

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New Street Research

Chris Hoare

EUR 9190.00 For Business Accounts Only

New Street: Chinese Telco Q4 21 review: Decent quarter, shareholder value unlocked

Chinese telcos continue to grow in the mid-single digits in Q4 although service revenue showed signs of slowdown. Despite this, EBITDA growth was better than Q3 due to opex discipline, mainly from China Mobile.

30/03/2022 1 EN

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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:

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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Analysts

Chris Hoare

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New Street: Chinese Telco Q4 21 review: Decent quarter, shareholder value unlocked

Bible 1Q24 – Foundries: leading-edge strong; Trailing-edge correction playing out.

VEON (Buy, TP: $40, +55%) Thoughts after the call

Reddit (RDDT, Neutral, $54 target) Data licensing tracking our base case after OpenAI deal

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