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论坛 新商科论坛 四区(原工商管理论坛) 行业分析报告
1354 1
2010-11-24
Summary
The shift toward a data-centric wireless business model creates
capacity pressures which are altering the supply and demand
balance in the sector. We have shifted towards a more positive view
on wireless data in Asia in the last six months. We believe best-inclass
operators that have a balanced handset subsidy strategy and
superior network quality will be able to both take market share and
increase operating margins. We see the re-linking of data usage and
revenues and the emergence of high-quality, low-cost smartphones
as powerful secular catalysts. We favour integrated operators with a
strong track record of network investment. We view capex as a
competitive weapon that limits the potential for sustained pricing
disruption from sub-scale operators. Our top picks are wellpositioned
around this shift toward a data-centric model.
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Asian Telecoms.pdf

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2010-11-24 18:15:23
Summary 1
Country and company profiles 19
Australia 20
Telstra (TLS) 22
China 25
China Mobile (941) 27
China Unicom (762) 30
China Telecom (728) 33
India 36
Bharti Airtel (BHARTI) 38
Reliance Comm (RCOM) 41
Idea Cellular (IDEA) 44
Tata Teleservices (TTLS) 47
MTNL (MTNL) 50
Indonesia 53
PT Telkom (TLKM) 55
Indosat (ISAT) 58
XL Axiata (EXCL) 61
Japan 64
NTT (9432) 66
NTT DoCoMo (9437) 69
KDDI (9433) 72
SoftBank (9984) 75
eAccess (9427) 78
Korea 81
KT Corp (030200) 83
SK Telecom (017670) 86
LG Uplus (032640) 89
SK Broadband (033630) 92
Singapore 95
SingTel (ST SP) 97
StarHub (STH) 100
M1 LTD (M1) 103
Taiwan 106
Chunghwa (2412) 108
Taiwan Mobile (3045) 111
Far Eastone (4904) 114
Appendix 117
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