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   Nov.13, 2015

  •  Everlight (2393 TT) posted 30% q-q growth on net income of NT$410mn in 3Q15, in line with our forecast

  Chunghwa Telecom Co., Ltd. (中華電 2412 TT, NR, NT$99.7), Taiwan Mobile Co., Ltd. (台灣大 3045 TT, N  Oct.30, 2015
All big 3 beat guidance in 3Q15; CHT leads in LTE market
  • CHT/TWM/FET beat their 3Q15 earnings guidance.
  • CHT leads in the LTE market with a 38% market share.
  • TWM's revenue missed by 11% in 3Q15, once again the worst showing among its peers.
  • FET posted a weak 3Q15 with two-year low of 0.8% y-y growth on mobile service revenue.
  • Telco players see a lesser impact on profitability from the introduction of the iPhone 6S in 4Q15.
  • The Big 3 all have their eyes on FDD slots.
  • We favor CHT the most on its strong performance in the LTE market.

  EVERLIGHT (2393 )    Nov. 17, 2015
Everlight sees margin upside in 2016

Stock Info

 TAIEX 8477.2 
 Electronics Index 330.95 
 Financials Index 1049.91 

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