Chinese Telcos: 5G Launches in 2019. Buy the 5G Beneficiary (China Tower).

Chinese Telcos: Rising Capex Expectations a Risk. Downgrade China Mob and China Tel to Neutral.

Chinese Telcos: Rising 5G Capex Risk Leads to Another Downgrade

Major Highlights of SK Telecom's 3Q18 Earnings Conference Call

China Telecom / China Mobile - All Three Chinese Operators Report Continued Growth

SK Telecom Stub: Equity Carve-Out Creates Stub Trade Opportunity

Korean Telcos: Revenue Pressure Is Hitting Earnings. Share Price Gains Are Starting to Fade.

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

We are playing any surprise bounce via Shanghai A 50 futures and the HSCE.RIO tactical bounce trade presented.Duration defensive long set ups outlined with stops and rally targets in China Mobile and SK Telecom.KLSE bear triangle second trade in the making for a press toward 1,620/15.In Europe, Italy is lagging the break down and a prime short candidate for a break below triple lows/out of flat congestion.S&amp;P tactical break points outlined with a bounce set up in the DJI. Base case view is to short a bounce.Higher conviction pivot levels for a USD/JPY short are laid out with action turn levels and risk points.

We are playing any surprise bounce via Shanghai A 50 futures and the HSCE.RIO tactical bounce trade presented.Duration defensive long set ups outlined with stops and rally targets in China Mobile and SK Telecom.KLSE bear triangle second trade in the making for a press toward 1,620/15.In Europe, Italy is lagging the break down and a prime short candidate for a break below triple lows/out of flat congestion.S&amp;P tactical break points outlined with a bounce set up in the DJI. Base case view is to short a bounce.Higher conviction pivot levels for a USD/JPY short are laid out with action turn levels and risk points.

Dow Jones Industrial Average (INDU INDEX)

Hang Seng China Enterprises Index (HSCEI INDEX)

Kuala Lumpur Composite Index (KLCI) (FBMKLCI INDEX)

China Mobile and SK Telecom Defensive Plays and Top Trade Set Ups