China Telecom Corp. Ltd. (CHA)

All Comments on CHA

  • commenter
    Jun 03 02:29 PM
    Wall Street Breakfast: Must-Know News [view article]
    So, Yahoo (YHOO) shareholders are suing, whining that someone else did not hand them a free cash bundle, all nicely wrapped in red ribbon. What a bunch of crybabies. Why don't they just get jobs, and contribute something of tangible value, THEMSELVES, for once in their miserable lives? Reply
  • Wall Street Breakfast: Must-Know News [view article]
    If you were to study one industry in business school, it should be the airline industry - many competitors, aggressive consumer marketing, high interest by the financial press, high legacy costs, volatile factors beyond your control, regulation, etc.
    As an investor, I cannot imagine a worse place to go than a major airline. Have been intrigued by the buzz around a start-up once. But never again.
    Reply
  • commenter
    Jun 02 09:51 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Good point with the Airlines...I forsee some very difficult times for that industry in the next couple of years. I would expect ticket prices to surge and when that happens many people will not be able to afford to take a plane to their destination.

    This is something that can hurt everyone. It is a downward spiral.
    Reply
  • commenter
    May 30 05:38 PM
    Chinese Lessons [view article]
    <<This is either "bitterness" from a sore losing player in CHL or the author should be writing for a political journal but not here. So what do you want from the Chinese gov.? Since when increasing ompetition is a bad thing? This is really low.>> Well said!! Reply
  • commenter
    May 29 01:54 PM
    Chinese Lessons [view article]
    wow, really a useful and insightful article. Reply
  • commenter
    May 29 01:03 PM
    China Folds Six Major Telcos into Three [view article]
    What's the point of rehashing old news without any analysis?

    More level playing field? That's a fucking joke. Having 70% market share (your number is wrong btw) still gives China Mobile a significant advantage. Scale matters.

    The telecommunication business favors and creates monopolies. The reincarnation of AT&T and Verizon from the regional Bells is the best example. The best thing to do is to regulate, instead of intervene.
    Reply
  • commenter
    May 29 12:21 AM
    Chinese Lessons [view article]
    Surely, China Mobile shareholders will be harmed by this new configuration.

    Many smaller compnaies will do well however.

    MYST.OB is one.

    It is profitable and growing. A partner with China Netcom and now has access to 125 million additional clients. Its astounding really.
    Reply
  • commenter
    May 29 12:15 AM
    China Folds Six Major Telcos into Three [view article]
    There are many winners now that the news is out.

    Growing companies like MYST.OB will see huge revenue increases going forward.

    This profitable and growing China Netcom partner will have an incredible 125 million additional customers available to them.

    MYST.OB is creating a powerful brand and this will certainly drive earnings and interest.
    Reply
  • commenter
    May 28 07:51 PM
    Chinese Lessons [view article]
    Why are you panicking?

    China Mobile, after the restructuring, will still have around 70% of the current subscriber share with their network/towers in-tact.

    On the other hand China Netcom/Telecom will be forced (happily) to dash out billions to build-out/augment their own complete wireless network before they can gain traction with subscribers.
    Reply
  • commenter
    May 28 03:05 PM
    Chinese Lessons [view article]
    No investments will be risk free or risk only. Hard to say this is bad or good.
    Reply
  • commenter
    May 28 02:31 PM
    Chinese Lessons [view article]
    A few years ago, China Mobile whacked Sohu, Sina and other Internet stocks by forcing them to charge lower fees for SMS messages sent from their sites. Later, the government cracked down on fortune telling SMS sent from those sites as well, lowering the income of those firms. Be wary of any state owned firm and any private firm in direct competition with the state. Reply
  • commenter
    May 28 01:53 PM
    Chinese Lessons [view article]
    There have been general complaint from average Chinese users that the roaming fee..........etc are too high. The Chinese government has to make the industries more competitive to benefit Chinese consumer. I don't think there is anything wrong with the policy changes. I hope there are more to come! Reply
  • commenter
    May 28 01:47 PM
    Chinese Lessons [view article]
    This is far different from the AT&T breakup. When AT&T was broken up, there was one system. Remember the Bell Labs credo, "One System, One Policy, Universal Service"?

    On the contrary, the Chinese government is demanding that multiple companies pool their systems together.
    Reply
  • commenter
    May 28 12:30 PM
    Chinese Lessons [view article]
    Which "communist governemt"? Reply
  • commenter
    May 28 11:55 AM
    Chinese Lessons [view article]
    You should know who the major shareholder is. Don't the major shareholder have the major say. CHL has the largest mobile network. How is that going to change? Haven't they created a large enough "moat". Reply

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