China Tower Results Confirm Lower Capex Outlook, but Were Otherwise Mixed
China Tower (788 HK) reported 4Q18 results that looks slightly disappointing. However, they did deliver strong net profit, confirmation that capex...
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Quick Read of 2019 Government Work Report - Bulls and Bears
The Premier Li Keqiang had just conducted an annual Government Work Report in the two session conference (两会) in Beijing this morning. In this...
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EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
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Chinese Telcos: Rising 5G Capex Risk Leads to Another Downgrade
We recently downgraded the Chinese telcos on rising concerns that the telcos will be required to do "national service" to support China's...
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China Tower Corp: Trading Idea Before Lock-Up Expiry
China Tower Corp, the owner and operator and telecommunication tower network in China, listed on August 8th last year. Over the past six months,...
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