13 October 2025 | 11:45PM HKT Equity Research ZTE (0763.HK): AI/ General servers bidding wins; Computing infra and edge AI driving growth; Neutral We are positive on ZTE's ramp up on server business, supported by the rising demand from its domestic telecom and enterprises customers. The company's server & storage revenues has grown 200% YoY in 1H25, within which AI server contributed 55% of the revenues. We are positive on the second-curve business expansions for ZTE. Supported by rapid expansions in comput ...

Key TakeawaysChina's aggregate financing for September surged to 30.09 trillion CNY, exceeding expectations, though new yuan loans slightly missed forecasts at 14.750 trillion CNY. M1 money supply growth accelerated to 7.2% year-over-year, indicating potential economic stabilization.The U.S. government shutdown entered its 15th day, with congressional deadlock persisting over appropriations legislation for the 2026 fiscal year. This ongoing stalemate continues to impact federal operations and employee pay.A ...

India’s second-largest telecom operator, Bharti Airtel, has partnered with IBM (NYSE:IBM) to offer the U.S software firm’s services through its recently launched cloud platform, as demand for cloud computing grows. Airtel Cloud Gets A Boost Months After LaunchThe deal will allow Airtel Cloud’s customers to leverage IBM’s offerings, including AI-ready servers for applications, particularly in regulated sectors such as banking, healthcare, and government, Bharti Airtel announced in a regulatory filing on Wedn ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

The most oversold stocks in the communication services sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major overso ...

The most oversold stocks in the communication services sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major overso ...

Join our daily newsletter At The Bell to receive exclusive market insightsASX today – This whole “Trump Always Chickens Out” business is starting to play like a really broken record, with the U.S. President stepping back his mighty tariffs warnings from the weekend at nearly the first opportunity.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.With Trump suggesting his criticism of China may have ‘gone a ...

Key Points Lumen stock has more than doubled since April. Several countries have contracted with Lumen to improve data center connectivity. The company's income statement and balance sheet indicate its troubles may persist. 10 stocks we like better than Lumen Technologies › Lumen Technologies' (NYSE: LUMN) stock has long struggled. Despite its extensive fiber holdings, declines in legacy telecom businesses were calling into question its future. However, in 2024, it began to benefit from a dramati ...

RENO, Nev.--(BUSINESS WIRE)--CIBL, Inc. ("CIBL†or the "Company"; OTC Pink®: CIBY) is privileged to announce that Gary L. Sugarman has been elected as a director of CIBL. Gary L. Sugarman presently serves as a director of LICT Corporation ("LICT†) a publicly traded telecom company. Principal of Richfield Associates FL, Inc., a private equity fund he founded in 1993, that focused on telecom and technology, until December 2023. An advisor for Morrison and Co., an infrastructure fund based in New. ...

Group 1: Market Overview - As of October 10, 2025, two stocks in the communication services sector are signaling potential warnings for momentum-focused investors [1] - The Relative Strength Index (RSI) is highlighted as a key momentum indicator, with a value above 70 indicating that a stock may be overbought [2] Group 2: Company Highlights - Globalstar (GSAT) has announced a collaboration with Conekt.ai to enhance IoT connectivity services, resulting in a stock price increase of approximately 51% over the past month, with a current RSI value of 80.5 [6] - Electronic Arts (EA) has agreed to a $55 billion all-cash acquisition led by Saudi Arabia's Public Investment Fund, with a stock price increase of around 17% over the past month and an RSI value of 75.3 [6]