New Street Research - New Street: Chinese Telecoms Q1 22 review: Strong start to the year, stay bullish on stabilized mobile ARPU and Enterprise despite CBN’s entry

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New Street Research

Chris Hoare

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New Street: Chinese Telecoms Q1 22 review: Strong start to the year, stay bullish on stabilized mobile ARPU and Enterprise despite CBN’s entry

Chinese telcos started the year strong with service revenue accelerating, supported by both enterprise and mobile. Mobile maintained mid-single digit growth, led by strong net additions and a stable ARPU.

17/05/2022 1 EN

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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

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Pan European Telecom Services and Cable

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Chris Hoare

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New Street: Chinese Telecoms Q1 22 review: Strong start to the year, stay bullish on stabilized mobile ARPU and Enterprise despite CBN’s entry

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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