BBSP Equity Asia Weekly Research 10th January 2018
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAP⢠HSCEI/MXAP ratio is moving in a range pattern. Therefore downgrade...
472 Views
Emerging Market Telcos: Revenue Accelerating as Youth and Scarce WiFi Leads Users into Mobile Data.
In an earlier note, EM Telcos: Video Growth Drives an EM Wireless Growth Inflection, we looked at the impact of growing online video consumption...
261 Views
21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
396 Views
Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.
Valuations for the Chinese telcos are close to all-time lows on worries of a price war in mobile data (data prices are falling rapidly). We think...
339 Views
Hong Kong Connect Flows (April): $5.6bn Inflows
We estimate inflows to be $5.6bn from mainland investors to HK stocks in April. We highlight flows for China Mobile, CCB, Pop Mart Intl, ICBC, Yofc.
190 Views