【出版时间及名称】：2010年2月中国电信行业研究报告
        【作者】：星展银行
        【文件格式】：pdf
        【页数】：76
        【目录或简介】：
Table of Contents
Investment summary 3
2010 a year for re-entry 4
Improving sector outlook 8
Global telecom sector overview 13
Competitive landscape 17
FY09 results preview 25
Valuation and stock pick 26
Telecom Equipments – sustainable growth ahead 28
Domestic telecom capex to stay at high levels 28
Sustainable global demand 29
Reshuffle in global telecom equipments market 31
Wireless coverage – expanding addressable market 32
FY09 results preview 32
Valuation and stock picks 33
Stock Profiles 38
China Mobile (941 HK) 38
China Unicom (762 HK) 40
China Telecom (728 HK) 42
ZTE (763 HK) 44
Comba Telecom (2342 HK) 46
China Comservice (552 HK) 48
CITIC 1616 (1883 HK) 50
Appendix 52
Glossary 72