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...
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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.
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EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a âkiller appâ in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
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Financials Also Very Cheap in Hong Kong / Deep Value Screen....
We decided to to move away from Japan look at a different region, mainly because I got tired of Financials dominating all of my Value screens....
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Chinese Telecom Market Provides Favorable Backdrop for Stocks:Â Defensive Long-Term Growth on Offer
The Chinese telecom market is one of our favorites in the region, with organic growth stemming from country GDP growth forecasts averaging around...
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