China Telecom Corp. Ltd. (CHA)
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- Ten High Yielding China Stocks [view article]
- Bullish on Telcos [view article]
- Wireless Companies React to China Mobile's Latest Crackdown [view article]
- China ADRs: Mixed July [view article]
- Drug Blockbuster - Cramer's Mad Money (7/31/08) [view article]
- China ADRs: Severe Loss in June [view article]
- Chinese Tech Stock Weekly Summary (7/7 - 7/13) [view article]
- Chinese Lessons [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Wall Street Breakfast: Must-Know News [view article]
- China Folds Six Major Telcos into Three [view article]
- China Mobile Acquires China Tietong, Kicks Off Telecom Industry Restructure [view article]
Recent CHA Articles
- Chinese Tech Stock Weekly Summary (Aug. 18-25)
- Chinese Tech Stock Weekly Summary (8/11-8/17)
- Ten High Yielding China Stocks
- Chinese Tech Stock Weekly Summary (8/4-8/10)
- China ADRs: Mixed July
- Chinese Tech Stock Weekly Summary (7/28-8/3)
- Chinese Tech Stock Weekly Summary (7/21-7/27)
- Bullish on Telcos
- Chinese Tech Stock Weekly Summary (7/14-7/20)
- Chinese Telecom Industry Continues to Grow
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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? Replyancisco
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
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
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!! ReplyChinese Lessons [view article]
wow, really a useful and insightful article. ReplyChina 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
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
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
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
Chinese Lessons [view article]
No investments will be risk free or risk only. Hard to say this is bad or good.Reply
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. ReplyChinese 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! ReplyChinese 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
Chinese Lessons [view article]
Which "communist governemt"? ReplyChinese 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