Financials Also Very Cheap in Hong Kong / Deep Value Screen....
We decided to to move away from Japan look at a different region, mainly because I got tired of Financials dominating all of my Value screens....
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Chinese Telecom Market Provides Favorable Backdrop for Stocks: Defensive Long-Term Growth on Offer
The Chinese telecom market is one of our favorites in the region, with organic growth stemming from country GDP growth forecasts averaging around...
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China's 5G Capex. $411bn over 10 Years Is in Line with Our Expectations. The Capex Holiday Is Real.
Our positive view on Chinese telcos has been at least partly predicated on a capex holiday allowing for returns to move higher in the next few...
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Chinese Telcos Lower Capex Will Generate Higher Cash Returns. China Unicom Our Top Pick.
After years of reporting declining returns due to high capex, intense competition, and regulatory interference, the Chinese telecom industry may...
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China Telecom: Gaining Share as 1Q17 Shows Strong Top Line Traction
All three Chinese telcos have now reported their 1Q17 results. We will have more detail on this later but, in general terms, we continue to see...
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