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China Mobile Ltd Spon Adr (CHL US)
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Analysis
Communication Services
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Hong 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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bullish
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Thematic (Sector/Industry)
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28 Sep 2016 09:34
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
Paul M. Kitney, PhD
315 Views
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bearish
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Thematic (Sector/Industry)
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12 Sep 2016 22:34
US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
Travis Lundy
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223 Views
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bullish
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Thematic (Sector/Industry)
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05 Sep 2016 08:03
ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
Paul M. Kitney, PhD
373 Views
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bearish
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Advanced Info Service
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25 Aug 2016 13:23
The TRUE Threat to Thai Telecom Returns
The competitive dynamic in Thailand remains fierce and continues to work in True's (TRUE TB) favour. TRUE’s accelerating underlying service revenue...
New Street Research
193 Views
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bullish
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China Mobile
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17 Aug 2016 08:43
China Mobile Recovery Continues as Data Demand Grows Rapidly
We remain positive on China Mobile (CM) (941 HK) which recently released solid 2Q16 results and open the door for upside to earnings estimates....
New Street Research
263 Views
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