Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

China Unicom is showing strong bull momentum after successfully re testing the breakout point as the very bullish MACD pattern is now in force.In our last update we touted nibbling in at 10.30 with a big add level at 10.10. We are now pressing on the most recent high with new highs in store.Let's take a moment to address the incredibly bullish MACD structure and one that may require an upgrade going forward. Triangles are THE most powerful chart patterns and typically followed by explosive…

China Unicom is showing strong bull momentum after successfully re testing the breakout point as the very bullish MACD pattern is now in force.In our last update we touted nibbling in at 10.30 with a big add level at 10.10. We are now pressing on the most recent high with new highs in store.Let's take a moment to address the incredibly bullish MACD structure and one that may require an upgrade going forward. Triangles are THE most powerful chart patterns and typically followed by explosive…

China Unicom Strong Bull Call Gaining Momentum

Differentiated global TMT & Internet Research

New Street Research Insights

New Street Research

Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
US Healthcare
Japanese Healthcare

We also provide debt research on:
Pan European Telecom Services and Cable

Equity Bottom-Up

All three Chinese telcos have now reported their 1Q17 results. We will have more detail on this later but, in general terms, we continue to see decent revenue and Ebitda growth for the industry. While <a href="https://www.smartkarma.com/entities/1016" target="_blank" data-smartkarma-citation="entities:1016:1">China Unicom (762 HK)</a>, is outperforming as it manages its cost base, all three are performing well. Capex continues to fall in all three and this is positive for our rising return thesis on the sector. <a href="https://www.smartkarma.com/entities/1015" target="_blank" data-smartkarma-citation="entities:1015:1">China Telecom (728 HK)</a> was no exception and delivered solid 1Q17 numbers with accelerating…

All three Chinese telcos have now reported their 1Q17 results. We will have more detail on this later but, in general terms, we continue to see decent revenue and Ebitda growth for the industry. While China Unicom (762 HK), is outperforming as it manages its cost base, all three are performing well. Capex continues to fall in all three and this is positive for our rising return thesis on the sector. China Telecom (728 HK) was no exception and delivered solid 1Q17 numbers with accelerating…

China Telecom: Gaining Share as 1Q17 Shows Strong Top Line Traction

<a href="https://www.smartkarma.com/entities/1016" target="_blank" data-smartkarma-citation="entities:1016:1">China Unicom's (762 HK)</a> 1Q17 results continue the ongoing recovery with an acceleration in mobile service revenue growth and stable fixed line trends. China Unicom reported a 5% YoY increase in Ebitda (above expectations), with margins rising 200bps. While operating revenues were affected by weaker handset sales and other revenues, these businesses have little impact on net profit.  The key highlight for the quarter was the solid mobile service revenues trend coupled with clear evidence of…

China Unicom's (762 HK) 1Q17 results continue the ongoing recovery with an acceleration in mobile service revenue growth and stable fixed line trends. China Unicom reported a 5% YoY increase in Ebitda (above expectations), with margins rising 200bps. While operating revenues were affected by weaker handset sales and other revenues, these businesses have little impact on net profit.  The key highlight for the quarter was the solid mobile service revenues trend coupled with clear evidence of…

China Unicom's Strategy Gaining Traction. 1Q17 Results Show the Improvement

<a href="https://www.smartkarma.com/entities/27" target="_blank" data-smartkarma-citation="entities:27:1">China Mobile's (941 HK)</a> 1Q17 results showed an acceleration in service revenues from 3% in 4Q16 to 6% in 1Q17. The growth includes the wireline business which we estimate grew 40% YoY in 1Q17 (still only around 5% of service revenues). We estimate that underlying mobile service revenues accelerated from 1.5% YoY in 4Q16 to 4.8% in 1Q17.  We do expect future growth to slow slightly from the combination of lower net adds, and the cancellation of NLD tariffs, but the trends remain positive.Service…

China Mobile's (941 HK) 1Q17 results showed an acceleration in service revenues from 3% in 4Q16 to 6% in 1Q17. The growth includes the wireline business which we estimate grew 40% YoY in 1Q17 (still only around 5% of service revenues). We estimate that underlying mobile service revenues accelerated from 1.5% YoY in 4Q16 to 4.8% in 1Q17.  We do expect future growth to slow slightly from the combination of lower net adds, and the cancellation of NLD tariffs, but the trends remain positive.Service…

<a href="https://www.smartkarma.com/entities/1015" target="_blank" data-smartkarma-citation="entities:1015:1">China Telecom (728 HK)</a> reported solid 4Q16 results, with a sharp acceleration in mobile service revenue propelled by strong data trends. Mobile service revenue grew by 11.1% YoY in 4Q, the best growth since 3Q14. We see good traction for China Telecom's 4G offering while pressure on domestic roaming fees seems to have had little impact. Mobile data traffic grew 136% YoY in 4Q with 83% of this being on the 4G network. Data traffic per 4G user rose 39% to 1.36GB/month - solid growth but also…

China Telecom (728 HK) reported solid 4Q16 results, with a sharp acceleration in mobile service revenue propelled by strong data trends. Mobile service revenue grew by 11.1% YoY in 4Q, the best growth since 3Q14. We see good traction for China Telecom's 4G offering while pressure on domestic roaming fees seems to have had little impact. Mobile data traffic grew 136% YoY in 4Q with 83% of this being on the 4G network. Data traffic per 4G user rose 39% to 1.36GB/month - solid growth but also…

China Telecom: Strong Revenue Growth but Higher Network Costs Hit Ebitda. Outlook Remains Positive.

Hong Kong

China Unicom (Hong Kong) Limited is a telecommunications service provider in China, offering mobile and fixed-line broadband, GSM, ICT, data communications, and cloud services. It operates as the incumbent fixed-line operator in 10 northern Chinese provinces and the third-largest wireless operator nationwide. The company was incorporated in Hong Kong in February 2000.

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China Unicom (Hong Kong) (CHU US)

China Unicom Strong Bull Call Gaining Momentum

China Unicom is showing strong bull momentum after successfully re testing the breakout point as the very bullish MACD pattern is now in force.In...

Thomas Schroeder

China Unicom's Strategy Gaining Traction. 1Q17 Results Show the Improvement

China Unicom's (762 HK) 1Q17 results continue the ongoing recovery with an acceleration in mobile service revenue growth and stable fixed line...

New Street Research

China Mobile: Top Line Accelerates Again

China Mobile's (941 HK) 1Q17 results showed an acceleration in service revenues from 3% in 4Q16 to 6% in 1Q17. The growth includes the wireline...

New Street Research

China Telecom: Strong Revenue Growth but Higher Network Costs Hit Ebitda. Outlook Remains Positive.

China Telecom (728 HK) reported solid 4Q16 results, with a sharp acceleration in mobile service revenue propelled by strong data trends. Mobile...

New Street Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

China Unicom Strong Bull Call Gaining Momentum

China Unicom is showing strong bull momentum after successfully re testing the breakout point as the very bullish MACD pattern is now in force.In...

Thomas Schroeder

China Telecom: Gaining Share as 1Q17 Shows Strong Top Line Traction

All three Chinese telcos have now reported their 1Q17 results. We will have more detail on this later but, in general terms, we continue to see...

New Street Research

China Unicom's Strategy Gaining Traction. 1Q17 Results Show the Improvement

China Unicom's (762 HK) 1Q17 results continue the ongoing recovery with an acceleration in mobile service revenue growth and stable fixed line...

New Street Research

China Mobile: Top Line Accelerates Again

China Mobile's (941 HK) 1Q17 results showed an acceleration in service revenues from 3% in 4Q16 to 6% in 1Q17. The growth includes the wireline...

New Street Research

China Telecom: Strong Revenue Growth but Higher Network Costs Hit Ebitda. Outlook Remains Positive.

China Telecom (728 HK) reported solid 4Q16 results, with a sharp acceleration in mobile service revenue propelled by strong data trends. Mobile...

New Street Research