BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¦ NIKKEI/MXAP: Long...
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Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
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Chunghwa (2412 TT) Monthly Numbers Start to Show the Pain from Lower Tariff Promotion
We wrote about the Taiwanese telecom market recently in light of Chunghwa Telecom's (2412 TT) NT$499 package. We are now starting to see monthly...
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Chunghwa Telecom: A One Week Promotion Creates Real Long Term Problems
We put out a brief update following Chunghwa's (2412 TT) recent promotional NT$499 offering.Ā Alastair Jones has now taken a close look at recent...
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Taiwan Telcos: Recent NT$499 Promotions Skew Short Term Revenue but Suggest Very Weak Numbers Ahead.
We had a quick look at recent data from the Taiwanese operators, particularly Chunghwa Telecom (2412 TT). The most recently reported monthly...
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