中国电信市场调查报告-80页电子书简介
1 Overview: HK$1.75 target offers 25% potential upside; OP/CIL
3 Themes: Strengths and weaknesses
7 Valuation: 12-month target price of HK$1.75 based on DCF
18 Company background
23 Theme 1: Wireless substitution risk
29 Theme 2: Rural versus urban penetration and ARPU trends
31 Theme 3: Cellular and the PAS trade-off
35 Theme 4: Internet and data growth
39 Theme 5: Competition risks
47 Theme 6: Strong FCF could be enhanced further
50 Theme 7: Regulatory issues
59 Appendix I: China Telecom subscriber models
62 Appendix II: Detailed global benchmarking data
71 Disclosures
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