Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Equity Bottom-Up

<ul>
<li>This insight is a short note that aims to ride on short term momentum for the stock</li>
<li>Since April, southbound trade contributes to 72% of China Mobile H-share turnover.  So, southbound trade is the major share driver</li>
<li>For entire market, A-share is trading at 40% premium to H-share.  For China mobile, the A/H premium is currently at 80%. Strong upside for H-share if premium is to narrow</li>
</ul>


This insight is a short note that aims to ride on short term momentum for the stock
Since April, southbound trade contributes to 72% of China Mobile H-share turnover.  So, southbound trade is the major share driver
For entire market, A-share is trading at 40% premium to H-share.  For China mobile, the A/H premium is currently at 80%. Strong upside for H-share if premium is to narrow


Actionable Tactical Trade: Long China Mobile H-Share 941HK on Strong Southbound Momentum & A/H Prem.

Hong Kong

China Mobile Limited, through its subsidiaries, provides cellular telecommunications and related services in the People's Republic of China and Hong Kong SAR.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Actionable Tactical Trade: Long China Mobile H-Share 941HK on Strong Southbound Momentum & A/H Prem.

This insight aims to explore the short-term trade momentum for China Mobile 941 HK. 1) Strong Southbound flow has been driving the share price 2)...

Jacob Cheng