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China Telecom (H) (728 HK)
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272
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Communication Services
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China
China Telecom Corporation Limited, through its subsidiaries, provides wireline telephone, data, and Internet, as well as leased line services in China.
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bullish
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China Unicom Hong Kong
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08 Feb 2023 16:05
China Telcos: Send In The Clouds
At 1x forward EV/EBITDA and a 5.6% yield, Unicom is cheap. I don't have a bone to pick with Mobile at 2.1x and a 7.9% yield; or Telecom - but...
David Blennerhassett
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437 Views
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bullish
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China Tower
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05 Nov 2021 12:06
China Tower (788 HK) - Deep Value, Though Lease Negotiation Overhang Persists
We discuss whether China Tower's share price has bottomed and address potential corporate governance concerns given that the Big 3 China telcos...
Jason Yap, CFA
312 Views
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bullish
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Quantitative Analysis
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02 May 2024 15:09
Hong Kong Connect Flows (April): 12M High of $10.7bn Inflows
We analyzed the Hong Kong Connect Scheme for April and highlight flows for BOC, Tencent, China Mobile, ZTO Express, Anta Sports.
Ke Yan, CFA, FRM
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215 Views
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bullish
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Muyuan Foodstuff Co Ltd A
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20 Apr 2024 02:33
Pullback Underway; Further Downside Limited?; Buys in Defensives and Commodity-Related Sectors
Pullback Underway; Further Downside Limited?; Commodities Testing Resistance; Buys in Global Defensives (Staples, Utilities, Telecomm), Commodity...
Vermilion Research
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403 Views
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bullish
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Quantitative Analysis
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04 Apr 2024 12:45
Hong Kong Connect Flows (Mar): 12 Month High of $9.8bn Inflows
We analyzed the Hong Kong Connect Scheme for March and highlight flows for Bank of China, Tencent, China Mobile, CNOOC, ZTO, Anta.
Ke Yan, CFA, FRM
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290 Views
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