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China Telecom (H) (728 HK)
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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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Tencent
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28 Jan 2024 13:56
HK Connect SOUTHBOUND Flows (To 26 Jan 2024); ETFs and High Div SOEs Again BIG Buys, Tech Sold
SOUTHBOUND flows were positive on the week but most of the net buying was in the big two ETFs. The trend of buying low PER high div SOEs continues....
Travis Lundy
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525 Views
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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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438 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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BYD Electronics
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16 May 2024 05:58
Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for June
The move to 100 constituents is expected to drag on into 2025. We highlight 10 stocks that could be considered for inclusion in the HSI in June....
Brian Freitas
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371 Views
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bullish
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Quantitative Analysis
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12 May 2024 10:05
A-H Premium Weekly (May 10th): 19 Stocks at 52w Low
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Petrochina, CGN Power, Hua Hong Semi, Huaneng Power,...
Ke Yan, CFA, FRM
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293 Views
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