COMPANY
China Mobile
941:HK
Primary coverage by Chris Hoare
Research
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5G capex has peaked and 6G is years away, capex in decline; final piece of the bull thesis for Asian Mobile Leaders in placeApril 22, 2023 — Chris Hoare
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China Mobile (Buy) – Q1 23 Quick Take: Strong quarterApril 20, 2023 — Chris Hoare
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Asian Telcos - 5G capex has peaked in Asian Mobile LeadersApril 18, 2023 — Chris Hoare
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Chinese Telcos - Q4 22 review: Incremental Enterprise contribution offsets slower core; encouraging capex guideApril 3, 2023 — Chris Hoare
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EM Telcos - Q4 22: Double digit growth persistsMarch 28, 2023 — Chris Hoare