【出版时间及名称】：2009年12月亚洲电信行业研究报告
        【作者】：野村证券
        【文件格式】：PDF
        【页数】：36
        【目录或简介】：
Contents
Key conclusions from our iPhone study 3
iPhone is a driver for whose earnings? 6
Quick observations from comments made by Asian mobile operators 8
Where have the incremental earnings gone? 9
Scenario analysis: how long does it take to breakeven on offering the iPhone 12
Non-iPhone mobile operators’ stance with regards to iPhones 14
Korea – Korea Telecom 14
Singapore – MobileOne, StarHub 15
Trends that we may see going forward 15
Key takeaways from GSMA conference 19
Mobile operators keep optimistic view of LTE 19
Predictions made by GSMA worth noting 22
On the road with China Mobile 23
Free cash flow deployment options 23
Growth opportunities, competitive landscape 24
New products, services and technologies 25
Miscellaneous 27
Valuation methodology and risks 28
Shareholding structure of Chinese telcos 29
Key publications 30
Nomura’s Asia telco coverage 31