Kunlun Energy (135 HK): Deserves a Gas Utilities Valuation?
Kunlun Energy (135 HK) has been gradually increasing its focus on downstream natural gas sales business, from previously on upstream exploration...
409 Views
Chinese Telecoms Look to a Better 2H19 but 5G Capex Looms. Network Sharing Is Not a Panacea
Results from the Chinese telcos in 2Q remained lacklustre although we do expect 2H19 to show some improvement. The problem is that 5G capex looms...
464 Views
YOFC (6869): ASP Pressure but Saved by Peru
Yangtze Optical Fibre And H (6869 HK) share price has been sold off due to the ASP pressure and delayed orders from the big telco such as China...
507 Views
HK Short Interest - Numb3rs, Ch@rts and Financial Stocks
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 16 August.Total short notional...
391 Views
HK Short Interest - Numb3rs, Ch@rts and Property Stocks
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 9 August. Total short notional...
384 Views