Telecoms, Mobiles, 5G, Satellites etc. 02 (Jun 21 - Dec 26)

[behappyalways]

Why Samsung, Google And Possibly Apple Are Investing In Folding Smartphones
https://m.youtube.com/watch?v=wXqBIIeNWe8

[behappyalways]

Why Samsung, Google And Possibly Apple Are Investing In Folding Smartphones
https://m.youtube.com/watch?v=K4PY0k7_4Dk

[winston]

<Research>China: M Stanley Stays Cautious on CN Telecoms' Outlook, Expects Slim Rise in Industry Service Revenue for 3Q

Morgan Stanley, in its research report, forecast a mediocre overall performance for Chinese telecoms in 3Q25.

Growth in AI-related business revenue may not be sufficient to offset the weakness in traditional revenue and the broker remains cautious on 4Q25.

Morgan Stanley maintained an Overweight rating for CHINA MOBILE (00941.HK) , CHINA TELECOM (00728.HK), CHINA UNICOM (00762.HK) and CHINA TOWER (00788.HK) while CHINACOMSERVICE (00552.HK) was rated Equal-weight.

Morgan Stanley expected industry service revenue to inch up YoY in 3Q25, with growth slowing compared to 2Q25.

In wake of the potential impact of US-China tariffs, the outlook for 4Q25 was considered uncertain, with traditional businesses continuing to face deflationary pressures and weak macroeconomic conditions.

The broker trimmed its earnings forecasts for the three major Chinese telecoms, reducing service revenue forecasts for China Mobile, China Telecom, and China Unicom by 2.1- 2.8%, 3%, and 1.7-2.2% respectively for 2025-27.

The revenue forecast for China Tower was lowered by 1% for the same period. The target price for China Tower remained at $12; China Mobile at $90; China Telecom's lowered from $6.5 to $6; China Unicom's remained unchanged at $9.5; and China Communications Services' at $4.3.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[behappyalways]

Watch: Google Pixel Fold "Explodes" During Durability Test
https://www.zerohedge.com/technology/wa ... ility-test

[behappyalways]

Samsung retains lead in Q3 smartphone shipment rankings, followed closely by Apple, which saw a 9% year-over-year increase.
The i17's strong sales exceeded expectations, with delivery times extending 13% compared to last year.

Q3智機出貨排行!三星蟬聯龍頭.蘋果年增9%緊追在後 i17熱銷勝預期...交貨時間較去年延長13%｜非凡財經新聞｜20251020

https://m.youtube.com/watch?v=1-d8dP67F6A