ENTITY
China Mobile Ltd Spon Adr

China Mobile Ltd Spon Adr (CHL US)

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Analysis
Communication ServicesHong Kong
China Mobile Limited, through its subsidiaries, provides cellular telecommunications and related services in the People's Republic of China and Hong Kong SAR.
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19 Dec 2018 17:32

Chinese Telecoms: Recent Meetings Suggest a Benign Capex Outlook, but There Are Risks over 5G.

At recent meetings with the Chinese operators and China Tower (788 HK), Alastair Jones came away convinced the operators were not looking at a...

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19 Dec 2018 08:52

AsiaInfo Tech (亚信科技) IPO: What You Need to Know Before the Trading Debut

AsiaInfo Tech priced its IPO at HKD 10.50/share and will start trading today. Prior to the trading debut, in this short note, we summarize the...

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bullishChina Tower
12 Dec 2018 15:46

China Tower: Changing Our View to Positive. Low Cost Expansion Should Generate Better Returns

At the time of the IPO we were quite negative on China Tower (788 HK) prospects. However, in recent calls and meetings our view has changed and...

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bullishSK Telecom
12 Dec 2018 13:50

China Mobile and SK Telecom Defensive Plays and Top Trade Set Ups

We are playing any surprise bounce via Shanghai A 50 futures and the HSCE.RIO tactical bounce trade presented.Duration defensive long set ups...

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bearishMSCI ACWI Index
12 Dec 2018 08:45

Global Equity Strategy: Cautious Outlook Intact; Defensive Sectors Remain Leadership

Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Our outlook for global equities...

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