Asian Telecom Tower Trends: A General Improvement with China Tower Leading the Way
In our latest Asian Tower Trends report, Chris Hoare looks at the listed telecom tower industry across the region. During 4Q18, we became more...
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Bharti Infratel: Bad News Largely in the Price Now. Upgrade to Neutral
Following three years of share price declines, Chris Hoare has started to moderate his negative view on Bharti Infratel (BHIN IN). Our thesis, that...
413 Views
China Tower Corp: Trading Idea Before Lock-Up Expiry
China Tower Corp, the owner and operator and telecommunication tower network in China, listed on August 8th last year. Over the past six months,...
673 Views
U.S. Equity Update: Internals Deteriorating, Banks & Semis Have Broken Down.
This market is still fighting an uphill battle following the S&P 500's breakdown below its 200-day moving average - a level that is now acting...
455 Views
The Week that Was in ASEAN@Smartkarma - Politics, Takeovers, and Beauty Products
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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