China Telecom Delivers Good 2Q Result as Market Repair Continues. Returns Are Rising.
China Telecom (728 HK) delivered good 2Q17 results recently, supportive of our thesis of ongoing market repair in China. Mobile revenues were ahead...
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Strong 1H Result from China Telecom with Mobile Outshining Fixed Broadband
China Telecom Corp Ltd (H) (728 HK)'s first-half 2017 result was strong with services revenue up 6.8% and EBITDA up 3.7%. Mobile services revenue...
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China Mobile's Improvement Continues. Special Dividend a Surprise.
Our thesis on the Chinese telcos has been that from a period of very low returns we would see improvement. We believe this is happening with the...
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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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