Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

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Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

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Equity Bottom-Up

China Telecom Corp Ltd (Adr) / Equity Bottom-Up

<ul><li>China Telecom Sees Revenue Growth with Stable Margins - 30%+Upside - BUY</li><li>We recently gained insight into some of China Mobile’s competitive strategies and initiatives. With slogan like ‘Ruin China Telecom’ and aggressive internal training we believe China Mobile is feeling pressure from CHA’s mobile broadband.</li><li>The growth rate of the fixed-line broadband user base accelerated, as quality is bringing users back. <br>We believe CHA will have stable margins, as CHA is shifting its base stations to China Tower, a newly established state-owned company.</li><li>The P/E band provides a target price of USD61 and an upside of 36%. Upgrade to BUY.</li><li>Given the company’s relatively low Corporate Governance Score (52/100) we would be nimble and be ready to reduce exposure as the shares approach full value.</li></ul>

China Telecom Sees Revenue Growth with Stable Margins - 30%+Upside - BUYWe recently gained insight into some of China Mobile’s competitive strategies and initiatives. With slogan like ‘Ruin China Telecom’ and aggressive internal training we believe China Mobile is feeling pressure from CHA’s mobile broadband.The growth rate of the fixed-line broadband user base accelerated, as quality is bringing users back.  We believe CHA will have stable margins, as CHA is shifting its base stations to China Tower, a newly established state-owned company.The P/E band provides a target price of USD61 and an upside of 36%. Upgrade to BUY.Given the company’s relatively low Corporate Governance Score (52/100) we would be nimble and be ready to reduce exposure as the shares approach full value.

China Mobile Internal Training Highlights Competitive Threat of China Telecom - BUY - 30%+ Upside