Chinese Telcos: 5G Launches in 2019. Buy the 5G Beneficiary (China Tower).
We highlighted in a recent note Chris Hoare's positive outlook for China Tower (788 HK). Our view takes into account the 5G build-out commencing...
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Discover HK Connect: Mainlanders Were Buying Pharma and Property Managers in December
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
765 Views
SoftBank Corp IPO Valuation: Bull/Bear Case DCF Scenarios
Softbank Group (9984 JP) is set to raise JPY2.65 trillion ($23.5 billion) through the Softbank Corp (9434 JP) IPO, Japan's biggest-ever IPO....
652 Views
Discover HK Connect: Mainlanders Are Buying Shandong Gold, Tingyi, YiChang HEC (2018-12-10)
In our Discover HK Connect series, we will help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
437 Views
Huawei: China – US Post Industrial Warfare Collateral Damage Overflows to Canada
The Huawei Technology (40978Z CH) Canada arrest story has lit up the discussion boards, with healthy debates on both sides. There is a case for why...
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