China Mobile's Improvement Continues. Special Dividend a Surprise.
Our thesis on the Chinese telcos has been that from a period of very low returns we would see improvement. We believe this is happening with the...
155 Views
Financials Also Very Cheap in Hong Kong / Deep Value Screen....
We decided to to move away from Japan look at a different region, mainly because I got tired of Financials dominating all of my Value screens....
214 Views
Chinese Telecom Market Provides Favorable Backdrop for Stocks: Defensive Long-Term Growth on Offer
The Chinese telecom market is one of our favorites in the region, with organic growth stemming from country GDP growth forecasts averaging around...
125 Views
China's 5G Capex. $411bn over 10 Years Is in Line with Our Expectations. The Capex Holiday Is Real.
Our positive view on Chinese telcos has been at least partly predicated on a capex holiday allowing for returns to move higher in the next few...
239 Views
Chinese Telcos Lower Capex Will Generate Higher Cash Returns. China Unicom Our Top Pick.
After years of reporting declining returns due to high capex, intense competition, and regulatory interference, the Chinese telecom industry may...
194 Views