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China Telecom (H) (728 HK)
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China Telecom Corporation Limited, through its subsidiaries, provides wireline telephone, data, and Internet, as well as leased line services in China.
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bullish
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Thematic (Sector/Industry)
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24 Jan 2017 10:56
Mobile Subscriber Market Evening up While China Mobile Dominates Broadband.
Relishing the opportunity to compete on a more even technology base in 4G and taking advantage of its 4G network rollout lead, China Mobile Ltd...
Morningstar, Inc.
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396 Views
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bullish
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China Unicom Hong Kong
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05 Jan 2017 16:03
Recent Meetings with the Chinese Telcos: Preference for China Unicom Retained
We met with the Chinese telco operators before Christmas and our comments are summarized below. As a general comment, the meetings did not change...
New Street Research
169 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 10:02
ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
Paul M. Kitney, PhD
232 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 09:40
ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
Paul M. Kitney, PhD
175 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 09:20
ANIMAL SPIRITS REPORT: APAC Valuation Snapshot (Dec 2016)
Japanese valuations are compelling Emerging markets have re-rated Korea discount intact MSCI China significantly lower valuation than MSCI China...
Paul M. Kitney, PhD
168 Views
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