Telecoms, Mobiles, 5G, Satellites etc. 02 (Jun 21 - Dec 26)

[behappyalways]

Why Samsung, Google And Possibly Apple Are Investing In Folding Smartphones
https://m.youtube.com/watch?v=wXqBIIeNWe8

[behappyalways]

Why Samsung, Google And Possibly Apple Are Investing In Folding Smartphones
https://m.youtube.com/watch?v=K4PY0k7_4Dk

[winston]

<Research>China: M Stanley Stays Cautious on CN Telecoms' Outlook, Expects Slim Rise in Industry Service Revenue for 3Q

Morgan Stanley, in its research report, forecast a mediocre overall performance for Chinese telecoms in 3Q25.

Growth in AI-related business revenue may not be sufficient to offset the weakness in traditional revenue and the broker remains cautious on 4Q25.

Morgan Stanley maintained an Overweight rating for CHINA MOBILE (00941.HK) , CHINA TELECOM (00728.HK), CHINA UNICOM (00762.HK) and CHINA TOWER (00788.HK) while CHINACOMSERVICE (00552.HK) was rated Equal-weight.

Morgan Stanley expected industry service revenue to inch up YoY in 3Q25, with growth slowing compared to 2Q25.

In wake of the potential impact of US-China tariffs, the outlook for 4Q25 was considered uncertain, with traditional businesses continuing to face deflationary pressures and weak macroeconomic conditions.

The broker trimmed its earnings forecasts for the three major Chinese telecoms, reducing service revenue forecasts for China Mobile, China Telecom, and China Unicom by 2.1- 2.8%, 3%, and 1.7-2.2% respectively for 2025-27.

The revenue forecast for China Tower was lowered by 1% for the same period. The target price for China Tower remained at $12; China Mobile at $90; China Telecom's lowered from $6.5 to $6; China Unicom's remained unchanged at $9.5; and China Communications Services' at $4.3.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[behappyalways]

Watch: Google Pixel Fold "Explodes" During Durability Test
https://www.zerohedge.com/technology/wa ... ility-test

[behappyalways]

Samsung retains lead in Q3 smartphone shipment rankings, followed closely by Apple, which saw a 9% year-over-year increase.
The i17's strong sales exceeded expectations, with delivery times extending 13% compared to last year.

Q3智機出貨排行!三星蟬聯龍頭.蘋果年增9%緊追在後 i17熱銷勝預期...交貨時間較去年延長13%｜非凡財經新聞｜20251020

https://m.youtube.com/watch?v=1-d8dP67F6A

[behappyalways]

EU Eyes Huawei Ban Over Half-Decade After Trump Flagged 'Security Danger'
https://www.zerohedge.com/markets/eu-ey ... ity-danger

[behappyalways]

Apple's i17 is selling like hotcakes!
It's poised to overtake Samsung and reclaim the top spot in the smartphone market this year.
A foldable iPhone is expected to be released next year... with prices rumored to start at NT$75,000.

蘋果i17賣超好!今年有望超車三星重返智慧手機龍頭 摺疊iPhone明年望發表...價格傳7.5萬台幣起跳｜非凡財經新聞｜20251126

https://m.youtube.com/watch?v=__WJOWr8b18

[behappyalways]

"Chinese phonemakers are promoting apps that help users switch from the iPhone as Apple struggles to roll out AI features in #China...
https://x.com/ChinaBeigeBook/status/1998859031579079166

[behappyalways]

Smartphone volumes could fall 5.2% next year as memory shortages and high prices weigh on sales, per IDC
https://x.com/Mayhem4Markets/status/2004557175742709916

[winston]

<Research>G Sachs Downgrades CHINA TELECOM/ CHINA UNICOM to Neutral as Innovative Biz Growth Expected to Take Time

Goldman Sachs released a research report holding a positive view on the shift of capital expenditure by Chinese telecoms from traditional telecom network to AI computing infrastructure and new business expansion.

However, the broker observed short-term pressure on service business and innovative business growth in China's telecom industry.

Therefore, Goldman Sachs downgraded CHINA TELECOM (00728.HK) and CHINA UNICOM (00762.HK) from Buy to Neutral, on stagnant growth in telecom services and the need for more time for innovative business acceleration.

The broker trimmed its target prices for CHINA TELECOM/ CHINA UNICOM from $7.9/ $11.5 to $6/ $8.8. Goldman Sachs also lowered its 2026/ 2027 earnings forecasts for both companies by 6-7%.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN