Rabble Rousers (Season Premiere): Now You See Me, Now You Don't
When Dr. Adisai Bhodaramik founded Jasmine Group, it was seen as an important competitor of industry giant AIS. The Group's upcountry fixed line...
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China Mobile: Revenue Slowdown, Profitability Intact.
My learned peers at Morningstar have already commented on the China Mobile (941 HK) results in Narrow-Moat China Mobile Reports Weaker Third...
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Narrow-Moat China Mobile Reports Weaker Third Quarter on Roaming and Long-Distance Removal
China Mobile’s third-quarter 2016 was quite weak, with service revenue up 2.3%, EBITDA down 1.8%, and net profit down 1.9%. This compares with its...
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China Unicom. Improving Performance Despite The "Profit Warning".
China Unicom's (762 HK) "profit warning" should not be seen as a surprise. What was a surprise was the positive subscriber performance. We...
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ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
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