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China Telecom (H) (728 HK)
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China
China Telecom Corporation Limited, through its subsidiaries, provides wireline telephone, data, and Internet, as well as leased line services in China.
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bullish
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China Unicom Hong Kong
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12 Oct 2016 17:15
Chinese Telecoms: The Demand Opportunity Remains Intact.
We look at concerns over whether Chinese consumers are being overcharged for their telco service. Our analysis on revenue/pop concludes that...
New Street Research
269 Views
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bullish
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Thematic (Sector/Industry)
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11 Oct 2016 09:30
ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
Paul M. Kitney, PhD
397 Views
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bullish
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Thematic (Sector/Industry)
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28 Sep 2016 09:34
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
Paul M. Kitney, PhD
314 Views
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bullish
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Thematic (Sector/Industry)
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16 Sep 2016 00:34
Floods Dampen Domestic Sentiment but Int'l Mood Towards China Improves - What Is Behind This?
China: Floods, Growing Imbalances and Liquidity Traps - How to PositionA slew of recent better than expected key economic data out of China has...
David Riedel
225 Views
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bullish
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China Mobile
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17 Aug 2016 08:43
China Mobile Recovery Continues as Data Demand Grows Rapidly
We remain positive on China Mobile (CM) (941 HK) which recently released solid 2Q16 results and open the door for upside to earnings estimates....
New Street Research
258 Views
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