China Unicom (762 HK) - Policy Support to Sustain 5G Momentum
We have trimmed our earnings forecasts and TP (HK$6.10), which reflects both faster than expected cost increase as well as a lowered FX assumption...
324 Views
China Internet Weekly (7Nov2022): Tencent, Alibaba, Kuaishou, JD.com, Autohome, China Unicom
Tencent and Alibaba are rumored to be acquired by state-owned companies. Tencent charges for more functions and JD.com re-organized to cut cost....
916 Views
Last Week in Event SPACE: China Mobile, Suzuki, Mapletree Merger, Bapcor, Toyota Industries/Motor
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
604 Views
StubWorld: Unicom's "Hs" Are Cheap
Unicom is inexpensive versus domestic and international peers, and compared to historical levels. The company is net cash with a solid yield....
500 Views
“Buy the Worst” Strategy into Year 3: What's on for 2022 to Beat the HSI?
Our "Buy the Worst" strategy outperformed HSI by a massive 26.1pp YTD. For 2022, new names are Haidilao, Ali Health, Alibaba, Sands China and...
817 Views