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China Telecommunications Report Q2 2018

China Telecommunications Report Q2 2018

BMI View:

In the absence of regulatory reform, the Chinese mobile market will not see significant change despite the MIIT’sdecision to officially license and allow foreign investment into MVNOs. Liberalisation, however, is positive, and is part of a broadereffort to reduce debt in the capital-intensive telecoms market. Given current market conditions, we also expect large local players,such as Alibaba and Tencent-backed JD.com to dominate the MVNO space, as these companies already have a large subscriber baseon their online platforms, and selling MVNO services will be easier. The ICT sector is integral to China's 13th five-year plan(2016-2020) and will stimulate growth in other industries. While the plan lays out ambitious broadband targets, profitability in thetelecoms sector will be largely undermined by the state-owned operators' need to compress prices to meet them. On the otherhand, local IT and/Consumer Electronics/Q2 2018 companies will gain from a higher budget for R&D (2.1% of GDP to 2.5%) and reducedreliance on imports for high-tech inputs.


BMI Industry View
SWOT
Telecoms
Industry Forecast
IT Overview
13th Five-Year Plan To Provide Boost To Domestic IT, CE Sectors
Industry Risk/Reward Index
Competition, Political Uncertainty Weigh On Investment Attractiveness
China Risk/Reward Index
Market Overview
Regulatory Development
Regulatory Overview
Competitive Landscape
Company Profile
China Mobile
China Telecom
China Unicom
Demographic Forecast
Demographic Outlook
Telecommunications Glossary
Telecommunications Methodology

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