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Gator on Wall Street ·2024-02-07DBS: China Telecom SectorDBS: China Telecom Sector
The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. https://alphaedgeinvesting.com/2024/02/07/dbs-china-telecom-sector/ $ZTE(00763)$ $CHINACOMSERVICE(00552)$ $CHINA TOWER(00788)$ $YOFC(06869)$ BrianTycangco鄭彥渊 ·2023-10-25Here's what happened in China's markets today (10/24)Here's what happened in China's markets today (10/24)
1. A unit of China’s sovereign wealth fund, the Central Huijin Investment, bought into mainland stocks once more. Considered part of China’s National Team, a term used for government-backed funds that come in to support the market during times of extreme down moves, Central Huijin purchased shares in the nation’s four major banks. It’s the second such purchase reported this month after it bought shares in the same banks two weeks ago. This time, the fund also announced purchases of exchange-traded funds for the third time since 2013. Moreover, the fund stated that it plans to make further ETF purchases in the future. It’s one of the signs that Beijing is starting to be alarmed at the persistent decline in mainland equities markets despite the recent strong economic data, as investors remaiGator on Wall Street ·2023-10-20DBS: China Tower Corp Ltd – Buy Target Price HK$1.40DBS: China Tower Corp Ltd – Buy Target Price HK$1.40
The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. https://alphaedgeinvesting.com/2023/10/20/dbs-china-tower-corp-ltd-buy-target-price-hk1-40/ $CHINA TOWER(00788)$ BrianTycangco鄭彥渊 ·2023-09-22Here's what happened in China's markets today (9/22)Here's what happened in China's markets today (9/22)
1. China’s State Administration for Market Regulation (SAMR) came out with 22 measures to “promote private economy development”. Details of these 22 measures are still not available but they focus on 5 aspects to do with the private sector, namely addressing concerns of private business, increasing policy support, strengthening the rule of law to protect business, healthy development of the private economy, and long-term promotion of private economic development. These all sound good but the devil is in the details, as 22 measures must include ways to ensure private business confidence grows and can be sustained following years of difficulty dealing with the pandemic and harsh regulations. $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$BrianTycangco鄭彥渊 ·2023-09-14Here's what happened in China's markets today (9/13)Here's what happened in China's markets today (9/13)
1. China’s smartphone handset shipments fell 6.8% in July to just 18.55 million units. Of these, shipments of #5G #smartphones declined 2.6% to 15.06 million units, flagging a steeper decline in shipments of non-5G-capable handsets as the market transitions to newer technology trends. 5G handsets in China now make up 81% of all smartphones sold, well ahead of the expected global 5G smartphone share of 69% seen this year. That’s in large part due to the fact China has rolled out the most advanced and extensive 5G network coverage in the world, allowing for ultra-fast mobile download speeds. The availability of 5G connections also opens up a whole new range of applications from autonomous driving to smart city management. $XIAOMI-W(01810)$AI Earnings ·2023-08-03CHINA TOWER(00788) Earnings SummaryCHINA TOWER(00788) Earnings Summary
Bullish Points: 1. Revenue growth: RMB 464.61 billion, up 2.2% YoY. 2. Indoor distributed antenna system (DAS) business revenue: RMB 34.24 billion, up 24.4% YoY. 3. Smart business revenue: RMB 33.86 billion, up 31.0% YoY. 4. Energy business revenue: RMB 19.75 billion, up 38.5% YoY. 5. Overall sharing level increased, with average tower tenant number rising from 1.74 at the end of 2022 to 1.77. 6. Net profit attributable to shareholders: RMB 48.41 billion, up 14.6% YoY. 7. H1 2023 revenue, operating profit, and net profit all increased compared to the same period in 2022. 8. Major customers include China Mobile Group, China Telecom Group, and China Unicom Group. Bearish Points: 1. Carrier business revenue: RMB 409.05 billion, down 1.1% YoY; tower business revenue: RMB 374.81 billion, down 2Brian Tycangco 鄭彥渊 ·2023-07-20Here's what happened in China markets today (7/20)Here's what happened in China markets today (7/20)
1. Tourist arrivals in #Macau, the gambling Mecca of Asia, hit 2.2 million in June. That was 71% of pre-pandemic levels for the same month in 2019. For the first 6 months of the year, tourist arrivals reached 13 million, or about 70% of pre-pandemic levels. There’s definitely a significant level of improvement in the territory’s tourism-driven economy following several years of lockdowns, which closed off Macau to both mainland Chinese and international tourists.#Casino operators are spending billions to reinvent themselves into more family-oriented establishments after Beijing’s crackdown on junket operators with a reputation for aiding illicit money flows out of China. S&P Global estimates Macau’s total Gross Gaming Revenues (GGR) to reach 75% to 85% of 2019 levels, which would indicTOPWendyDelia: Wow sounds like a lot of things happening there.Nooy ·2022-11-18Nooy ·2022-11-16Gator on Wall Street ·2022-10-21DBS: China Tower Corp Ltd – Buy Target Price HK$1.30 https://alphaedgeinvesting.com/2022/10/20/dbs-china-tower-corp-ltd-buy-target-price-hk1-30-3/ ...DBS: China Tower Corp Ltd – Buy Target Price HK$1.30 https://alphaedgeinvesting.com/2022/10/20/dbs-china-tower-corp-ltd-buy-target-price-hk1-30-3/ $CHINA TOWER(00788)$yhl77 ·2022-09-03yhl77 ·2022-08-20
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