China Unicom (762 HK): New Buy Idea
We launch on China Unicom Hong Kong (762 HK) as a new 'Buy' idea, driven by improving growth prospects, better free cash flow generation on reduced...
405 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 and Ch@rts
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 26 July. Total short notional in...
402 Views
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
701 Views