Telecoms, Mobile Phones, 5G, Satellite Communications etc.

Re: Telecoms & Mobile Phones Sector

Postby winston » Wed Dec 16, 2015 6:35 am

Mainland aims for full 4G coverage

China aims to cover all its cities and rural areas with 4G networks by the end of 2018, a three-year development plan issued by Ministry of Industry and Information Technology showed yesterday.

The plan, named "Internet+," also set targets that the fiber optics should cover over 80 percent of villages and the internet speed in municipalities and major provincial capitals should reach 30 megabits per second.

China's three carriers, including smaller China Telecom (0728) and China Unicom (0762), announced plans last year to create China Tower, by pooling assets and reducing duplication as the country rolls out faster networks.

They reorganized the industry by merging US$36 billion (HK$280.8 billion) of network assets in China Tower two months earlier.

To achieve the new targets, MIIT listed seven actions to be taken in the coming three years.

They include speeding up the construction of telecoms infrastructure and setting up pilot cities fully covered with fiber broadband.

Source: The Standard
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Telecoms & Mobile Phones Sector

Postby winston » Thu Jan 07, 2016 2:21 pm

<Research Report>BofAML: Positive on Chinese Telcos; Top Picks China Mobile, China Unicom

Bank of America Merrill Lynch was positive on the performance of Chinese telecommunications operators this year.

Their capital expenditures were reduced in 2016 and the customers have upgraded their services to 4G so those would benefit the operators' revenue and profit.

The broker preferred China players over Taiwan/HK ones due to better growth and lower valuations. Its top picks would be CHINA MOBILE (00941.HK) and CHINA UNICOM (00762.HK).

Although the telecommunications operators in Hong Kong and Taiwan would have lower growth, their dividend payouts are attractive. The broker recommended Chunghwa Telecom (2412.TW) and HKT-SS (06823.HK) and both of them were rated at Buy.

Due to the reduction on capital expenditure in the industry, the broker downgraded ZTE (00763.HK) from Buy to Neutral.

The broker downgraded SMARTONE TELE (00315.HK) and HUTCHTEL HK (00215.HK) from Buy to Neutral to reflect the harsher market competitions and weak sales of iPhone 6s, which resulted in growth slowdown of ARPU. However, the broker was bullish on HKT-SS, which has lower exposure to iPhone sales and better dividend payout outlook.

Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Telecoms & Mobile Phones Sector

Postby winston » Sat Jan 23, 2016 10:28 am

Smartphone Giants Prepare to Square Off: iPhone 7, Galaxy S7 Rumor Updates

The new Galaxy S7 will take on the iPhone 7 in 2016 as Samsung and Apple battle for smartphone dominance

By Brad Moon

Source: Investor Place

http://investorplace.com/2016/01/iphone ... qLkoip96M8
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Telecoms & Mobile Phones Sector

Postby winston » Fri Jan 29, 2016 8:18 pm


Research: 2015 China Smartphone Shipments Grew 3% to 438M


Strategy Analytics, a market researcher, released a shipment and market share report of Chinese smartphones.

Statistics show that in the fourth quarter of 2015, the shipment was 118 million, a 4% yearly drop, mainly due to market saturation, inventory build and economic headwinds.

The 2015 total shipments of smartphones in China rose 3% to 438 million, hitting a new high.

The report says in 2015, Xiaomi took up 15.4% market share, ranking the top in China, while Huawei and Apple filled the second and third place at 14.2% and 11.3%.

Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Telecoms & Mobile Phones Sector

Postby winston » Fri Jan 29, 2016 8:18 pm


Research: 2015 China Smartphone Shipments Grew 3% to 438M


Strategy Analytics, a market researcher, released a shipment and market share report of Chinese smartphones.

Statistics show that in the fourth quarter of 2015, the shipment was 118 million, a 4% yearly drop, mainly due to market saturation, inventory build and economic headwinds.

The 2015 total shipments of smartphones in China rose 3% to 438 million, hitting a new high.

The report says in 2015, Xiaomi took up 15.4% market share, ranking the top in China, while Huawei and Apple filled the second and third place at 14.2% and 11.3%.

Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Telecoms & Mobile Phones Sector

Postby winston » Tue Feb 02, 2016 10:13 am

Goldman Cuts Global Smartphone Growth Forecast

By Shuli Ren

Goldman Sachs now sees global smartphone growth to be in the single digit following earnings reports from key ecosystem vendors, including Apple (APPL), Samsung Electronics (SSNLF) and Qualcomm (QCOM).

The bank now sees smartphone shipment volume to grow only 6% this year and 7% next, down from 13% and 12% previously.

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... -forecast/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Telecoms & Mobile Phones Sector

Postby winston » Thu Feb 18, 2016 8:17 am

by behappyalways

Freedom 251: India firm to launch 'world's cheapest' smartphone

Source: BBC

http://www.bbc.com/news/world-asia-india-35595500
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Singapore - Economic Data & News 13 (May 15 - Dec 16)

Postby behappyalways » Thu Mar 10, 2016 11:41 am

MyRepublic intends to spoil market by offering data-only plans from $8 per month
http://mothership.sg/2016/03/myrepublic ... per-month/


Price war starts: Singtel to double users’ mobile data for S$5.90 per month
http://mothership.sg/2016/03/price-war- ... per-month/
血要热 头脑要冷 骨头要硬
behappyalways
Millionaire Boss
 
Posts: 39914
Joined: Wed Oct 15, 2008 4:43 pm

Re: Telecoms & Mobile Phones Sector

Postby winston » Tue Apr 12, 2016 9:21 am

Huawei, Oppo To Dominate China Phones, Says JP Morgan; Xiaomi at a Crossroads

By Tiernan Ray

Half of the Chinese smartphone market, and 20% of the global smartphone market, is controlled by four Chinese handset makers, privately held Huawei, Xiaomi, Oppo and Vivo.


Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... rossroads/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

Re: Telecoms & Mobile Phones Sector

Postby winston » Wed Apr 20, 2016 3:38 pm

China Telcos Tumble: Beijing To Give Cable Operators Telecom Licenses

By Shuli Ren

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... -licenses/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118527
Joined: Wed May 07, 2008 9:28 am

PreviousNext

Return to Business Sectors & Industries

Who is online

Users browsing this forum: No registered users and 6 guests

cron