China Mobile (941 HK) - It Could Have Been Done Better, But It Ain't Bad for Hs
China Mobile will follow China Telecom in issuing A-shares. The constructs are almost identical. Both suggest upside to the Hs, perhaps more for...
1k Views
China Unicom (762 HK): The "Hs" Have It
Last Wednesday (12 August), after the close of trading, China Unicom Hong Kong (762 HK) announced its 1H20 results, in which revenues increased...
621 Views
StubWorld: Buy Sembcorp Industries. Don't Buy Swire
After Sembcorp Marine (SMM SP) goes ex-rights, Sembcorp Industries (SCI SP) is a clear lay-up.Its first half-yearly loss in over a decade (mainly...
741 Views
Shanghai/​​​​​​Shenzhen Connect Flows: Foreigners Buying Moutai, Gree, Yanghe
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
561 Views
StubWorld: PCCW Is “Cheap” but Stub Ops Are Deteriorating
This week in StubWorld ... Select media ops (Free TV and OTT), together with substantial losses booked to other businesses and eliminations,...
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