Citigroup - Asia Pacific Telecommunications

8 MB File

Top Picks and Investment Themes
Bharti's Three Line Graph (3LG) for Asian Telcos
The Quants View
Country Section
China: Stock Picks Subject to Timing of Regulatory Decision
Hong Kong: Little to get Excited About
India: Sustainable growth ahead
Indonesia: A Showdown Looms
Korea: Cheering for the Underdogs
Malaysia: A messier wireless industry into
Philippines: No Fireworks Here
Singapore: Cash Generation and Return Focus - Good for Equity
Taiwan: Convergence-led M&A Action Driving Cash-Return Hopes
Thailand: Sector Reform: A Matter of Time...Hopefully
Company Section
Advanced Info (ADVA.BK)
Bharti Airtel (BRTI.BO)
China Mobile (0941.HK)
China Netcom (0906.HK)
China Telecom (0728.HK)
China Unicom (0762.HK)
Chung Hwa Tel (2412.TW)
DiGi.Com (DSOM.KL)
Far Eastone (4904.TW)
Globe Telecom (GLO.PS)
Hanarotelecom (033630.KQ)
HTIL (2332.HK)
IDEA Cellular (IDEA.BO)
99 Inodsat (ISAT.JK)
KT Corp. (030200.KS)
KT Freetel (032390.KS)
LG Dacom (015940.KS)
LG TeleCom (032640.KQ)
Maxis (MXSC.KL)
MobileOne (MONE.SI)
MTNL (MTNL.BO)
PCCW (0008.HK)
PLDT (TEL.PS)
PT Telkom (TLKM.JK)
Reliance Communications (RLCM.BO)
Shin Corp. (SHIN.BK)
SingTel (STEL.SI)
SK Telecom (017670.KS)
Smartone (0315.HK)
StarHub (STAR.SI)
TAC (TACC.SI)
Taiwan Mobile (3045.TW)
Tata Teleservices (TTML.BO)
Telekom Malaysia (TLMM.KL)
True Corp (TRUE.BK)
VSNL (VSNL.BO)