China Unicom. Improving Performance Despite The "Profit Warning".

Likely Overreaction to Mixed Ownership's Impact on China Unicom

Chinese Telcos: Underlying Return Story Intact Despite Poor Quarterly Results.

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Equity Bottom-Up

China Unicom Hong Kong / Equity Bottom-Up

<p>There is sure to be some nervousness following <a href="https://www.smartkarma.com/entities/1016" target="_blank" data-smartkarma-citation="entities:1016">China Unicom Hong Kong Ltd</a> (CU)'s announcement of a profit warning ahead of their 1Q16 results to be released this Thursday. While termed a "profit warning" we see this as a technical filing (related to its A share listing) and it does not contain anything new.</p><p>In fact, the detail of the announcement suggests positive momentum in the mobile business, a key component of our recent positive view on the stock. CU has indicated that its earnings in Q116…</p>

There is sure to be some nervousness following China Unicom Hong Kong Ltd (CU)'s announcement of a profit warning ahead of their 1Q16 results to be released this Thursday. While termed a "profit warning" we see this as a technical filing (related to its A share listing) and it does not contain anything new.In fact, the detail of the announcement suggests positive momentum in the mobile business, a key component of our recent positive view on the stock. CU has indicated that its earnings in Q116…

China Unicom. The Profit Warning that Isn't.