GO
| HSI1 | 25,760.73 | -334.32 | 164.36B |
| HSCEI1 | 9,028.55 | -154.10 | 57.99B |
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2025-12-02 14:45:41 After reviewing ten key indicators for Chinese telecoms (capex, dividends, user numbers, cash cycle, FCF margin, ARPU, EBITDA margin, synergy from new business, IDC business, and valuation), Goldman Sachs considered that Chinese telecoms can still drive consumption by offering more value-added services, although traditional communication business revenue growth is meager. Goldman Sachs maintained its Buy rating on CHINA MOBILE (00941.HK), CHINA UNICOM (00762.HK) and CHINA TELECOM (00728.HK), expecting the three major telecoms to shift their capex budgets toward computing infrastructure to capitalize on the growth in AI demand in China. The company also anticipated rising contributions from new businesses and a steady increase in dividend payout, which will continue to deliver returns for investors. ~ AASTOCKS Financial News Website: www.aastocks.com | |