Chinese telecoms are utility-like with rising dividends, AI data center buildout exposure via cloud subsidiaries, and de-rated valuations from the SOE governance overhang. China Telecom's e-Cloud business is the largest Chinese state-owned cloud, with real share against Alibaba/Tencent in government and SOE accounts. Mostly an income story.
Thesis reviewed May 29, 2026
China Telecom Corporation Ltd is headquartered in China, which is currently showing elevated risk signals.
🇨🇳China71NEUTRALView China risk detail →📡Telecom27NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ERIC | Telefonaktiebolaget LM Ericsson | 32 | +5% | ↑1% | EARLY |
| ORAN | Orange S.A. | 32 | +1% | ↑1% | NEUTRAL |
| VOD | Vodafone Group PLC | 32 | +9% | ↑1% | NEUTRAL |
| VZ | Verizon Communications Inc. | 32 | +1% | ↑1% | NEUTRAL |
| AMOV | América Móvil S.A.B. de C.V. | 32 | +9% | ↑1% | EARLY |
| TEF | Telefónica, S.A. | 32 | 0% | ↑1% | NEUTRAL |
| T | AT&T Inc. | 32 | +2% | ↑1% | NEUTRAL |
Investors who hold CHA may also have indirect exposure through these country funds.
China Telecom dividend raised to 70% payout ratio
e-Cloud revenue +28% YoY on government AI infrastructure orders
5G ARPU stabilizes after three years of decline
Estimates · Yahoo Finance · Not audited figures
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