KY's Investing Note: Top Picks (IMax China, CGN Power, China Unicom, Travelsky, SMIC, Sands China)
IntroductionSmartkarma clients following me know that I spend most of my time covering IPOs. What is actually interesting on the Smartkarma...
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BBSP Equity Asia Weekly Research 25 Oct 2017
Long-Term Allocation (Strategic view) in terms of Relative Value vs MXAP• NIKKEI/MXAP: Long-term outperformance still expected.• ASX/MXAP:...
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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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Last Week in Event SPACE (27 August 2017)
This week, the market allocated a degree of credit to Naspers Ltd (NPN SJ) stub assets; Toshiba Corp (6502 JP) potentially ducked an (other)...
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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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