Chinese Telecoms to Report Much Better Results in 4Q: Jefferies

The transcript discusses the financial performance of China Mobile and other operators, highlighting adjustments for previous gains and the impact of pricing strategies. It covers the competitive landscape, focusing on pricing and ARPU. The potential impact of trade conflicts on the 5G rollout is examined, with a focus on Huawei's role. The transcript also explores the potential of 5G in industrial applications, such as smart manufacturing and telemedicine, and the challenges in quantifying new revenue streams.

What adjustments need to be made when evaluating the earnings of China Mobile?

How has the competition among mobile operators changed in terms of pricing strategies?

What are the expected impacts of the trade conflict on the rollout of 5G technology?

In what ways is 5G expected to open up new markets and applications?

What challenges do telcos face regarding capital expenditure and revenue generation from 5G?