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China Unicom Limited (ADR)

  • The Good Problems WeChat is Causing Tencent

    By Peter Pham - April 24, 2013 | Tickers: CMGE, CHU, SOCL, FXI, MSFT, SINA

    The Chinese internet giant Tencent Holdings (TCEHY.PK) introduced a blockbuster mobile chat application that is being perceived as a significant threat to the revenues of social networking firms, such as Sina (NASDAQ: SINA) Weibo as well as Chinese telcos such as China Mobile (NYSE: CHL) and China Unicom (NYSE: CHU). WeChat is doing now what Tencent’s QQ did about a year ago by eating massive amounts of the more »

  • The Good Problems WeChat is Causing Tencent

    By Peter Pham - April 23, 2013 | Tickers: CMGE, CHU, SOCL, FXI, MSFT, SINA

    The Chinese internet giant Tencent Holdings (TCEHY.PK) introduced a blockbuster mobile chat application that is being perceived as a significant threat to the revenues of social networking firms, such as Sina (NASDAQ: SINA) Weibo as well as Chinese telcos such as China Mobile (NYSE: CHL) and China Unicom (NYSE: CHU). WeChat is doing now what Tencent’s QQ did about a year ago by eating massive amounts of the more »

  • China Mobile

    By James Trieb - April 13, 2013 | Tickers: CMGE, CHU

    China Mobile one of the mobile carrier's in China, is faced with having to supply Micro-Sims for the New Apple IPhone 5's. The demand for the IPhone 5 is very high in China now.

    In November of 2012 there were no Micro-Sims available for people who were from other countries visiting China, that needed to have a Micro-Sims card in their IPhone 5's to go on the more »

  • Cutting Debt the Right Way

    By Federico Zaldua - April 11, 2013 | Tickers: CHU, TI, TEF

    Telefónica (NYSE: TEF), a telecom operator based in Spain with most of its operations based in Latin America (LatAm), might list part of its Colombian arm. As a long term shareholder I think its a good idea.

    Cutting Debt a Priority

    Telefonica needs to cut debt, and the Colombian unit could be sold at very high multiples. Colombia is a hot spot for international investors, and a listing of its more »

  • Ways to Make Money From the World's Largest Cellular Market

    By Madhu Dube - April 5, 2013 | Tickers: CMGE, CHA, CHU

    According to Reuters, the Chinese mobile phone market has reached a massive 1.13 billion subscribers. A large number of new subscribers in February 2013 resulted in 1% increase in the total number of subscribers.

    Talking about 3G users in February, a total of 15.68 million net additions were recorded, taking the 3G user base to 262.84 million in the country. These figures led me to think that more »

  • Want to Make Money From World's Largest Market?

    By Madhu Dube - April 2, 2013 | Tickers: CMGE, CHA, CHU

    According to Reuters, the Chinese mobile phone market has reached a massive number of 1.13 billion. A large number of new subscribers in Feb 2013 resulted in 1% increase in the total number of subscribers. Talking about 3G users, in February a total of 15.68 million net additions were recorded taking the total 3G users to 262.84 million in the country. These figures got me thinking, what more »

  • This Telecom Provides Good News

    By Federico Zaldua - February 21, 2013 | Tickers: CHU, TI, TEF

    If you follow my blog, you may already know Telefonica (NYSE: TEF) is part of the small equity portfolio I assembled a few weeks ago. This time, I am writing about this company because there was one highly significant event which -according to me- was not fully taken into account by the market. The event was that TEF decided to put on hold a plan to spin off 10% to more »

  • Apple: Is It Time To Celebrate in China Yet?

    By Subhadeep Ghose - January 10, 2013 | Tickers: AAPL, CMGE, CHA, CHU, NOK

    It’s something that has to happen one of these days. The only question is – how soon? With the competition breathing harder than ever down its neck, Apple (NASDAQ: AAPL) just cannot afford a half-hearted scenario in China. After all, it’s tough to ignore a country that opens up massive growth possibilities for the future, on the basis of sheer numbers. And now, Cupertino’s future in the mobile more »

  • The Well Traveled Portfolio

    By AnnaLisa Kraft - January 2, 2013 | Tickers: AAPL, BHP, CHU, PVG, VE

    Maybe you've seen one of those beautifully battered leather suitcases with worn labels from exotic destinations and brass fittings and initials. They say to all and sundry, I am a citizen of the world, sophisticated and versed in esoteric customs. Regrettably, they are used as pricey vintage decor now.

    But...you can be a sophisticated globetrotter in the market. You can kit out your portfolio with stocks worthy of more »

  • Is the Time Ripe for China Mobile?

    By Daniel James - December 28, 2012 | Tickers: AAPL, CMGE, CHA, CHU

    The last few years have been pretty brutal for Chinese stocks, posting losses from 2009 to 2011. Partly, this is a result of slowing economic growth that has investors spooked about the health of the world’s second largest economy. However, some analysts maintain that the worst may be behind us for Chinese equities, as the macro economic data suggests that the Chinese economy may finally be recovering. However, as more »

  • Apple's Next Leg Up: China

    By Matthew Frankel - December 17, 2012 | Tickers: AAPL, CMGE, CHA, CHU, QCOM

    With the recent 27.7% decline of Apple’s (NASDAQ: AAPL) share price from the September highs of $705 to the current levels of $509.79 as of this writing, there is no shortage of reasons to dump the stock being broadcast constantly by the various news outlets.  I have heard reasons ranging from “Apple is out of ideas” and “there is no more room for growth,” to “sell before more »

  • Why Apple Might Not Be Cheap

    By Bob Chandler - December 13, 2012 | Tickers: AAPL, T, CMGE, CHU, VZ | Editor's Choice

    Whenever there's a discussion about Apple (NASDAQ: AAPL), it usually doesn't take very long for an expert to assess that the stock is "insanely" cheap.

    There is little doubt that Apple's products are top quality and that the company is staffed with a talented and dedicated workforce, but I also think shareholders and potential buyers of the stock need to consider a couple of major reasons why more »

  • China Mobile: Ready for an Upsurge

    By Piyush Arora - October 1, 2012 | Tickers: CMGE, CHA, CHU

    China’s economy might be growing at a slower pace than before, but the growth expected is still 5% plus. It is due to these growth estimates that China is expected surpass US as the largest market for smartphones. The country is expected to see an increase of nearly 8% in the global market share of smart phone sales, by the end of the current fiscal year. This doesn’t more »

  • iPhone 5: How China’s Mobile Carriers Stack Up

    By Karen Rogers - September 6, 2012 | Tickers: AAPL, CMGE, CHA, CHU

    With preorders starting on September 15th and an anticipated release date of October 12th, Apple (NASDAQ: AAPL) is looking for the iPhone 5 to jump-start its presence in the Chinese mobile telecom market.

    Apple’s iPhone success varies with each of China’s big three carriers.  China Mobile’s 3G network remains a major barrier to Apple as the iPhone isn’t compatible with this network.  China Unicom more »

  • The Coming 4G Revolution in China

    By Tony Daltorio - August 25, 2012 | Tickers: AAPL, CMGE, CHA, CHU, NOK

    When it comes to the global telecoms sector, the "holy grail" has to be the vast number of consumers in China. It will be important to the future of not only the Chinese telecommunications companies, but also to the future fortunes of Apple (NASDAQ: AAPL) and Nokia ADR (NYSE: NOK) who are battling both Samsung and local rivals for the hearts of Chinese consumers.  

    Apple recently "disappointed" some Wall Street more »

  • Invest In This Chinese Telecom Giant

    By Soroush Pour - July 12, 2012 | Tickers: AAPL, CMGE, CHA, CHU

    With 660 million subscribers and counting, China Mobile (NYSE: CHL) is truly a telecom behemoth.  Officially the largest mobile phone provider in the world, shares of CHL have returned 13.4 percent year-to-date, outpacing both the telecom services industry and the broader market indices, most importantly the S&P 500 and the Shanghai Composite Index.  Despite reports of the Middle Kingdom’s slowing growth (as seen here), CHL has actually more »

  • Apple’s Fortunes Lie Behind the Great Wall: Part I

    By Soroush Pour - June 15, 2012 | Tickers: AAPL, CMGE, CHA, CHU, GOOG, HPQ

    Perhaps no market is as ripe for growth as China and its population of over 1.3 billion people.  Officially the 92nd richest country in the world in per capita terms, wealth has been growing at an annual rate of 10.3 percent over the past decade.  Millions of Chinese enter into the middle class each year, which has fueled domestic technology consumption at a massive rate.  In 2012 more »

  • An Attractively Valued Chinese Titan

    By Andrés Cardenal - May 31, 2012 | Tickers: AAPL, CMGE, CHA, CHU

    China Mobile (NYSE: CHL) is the leading telecom company in China with an estimated market share above 66% and more than 670 million subscribers. The telecom sector in China is plagued with regulatory challenges, but China Mobile is offering interesting growth prospects and an attractive entry point in terms of valuation and dividend yield.

    China Mobile is using a less efficient TD technology than the one employed by competitors like more »

  • China Mobile Has the Best Coverage, But Not a Great Buy

    By Meena Krishnamsetty - April 11, 2012 | Tickers: CMGE, CHA, CHU

    The European economy has been weak after the sovereign debt crisis last year, while emerging markets such as Asia and Latin America remain strong. One of the fastest growing countries is China and an increasing number of investors are investing their money in this promising market. One way to do this is by investing in American Depository Receipts (ADRs).

    Investing in ADRs is one of the best ways to gain more »

  • Should Apple Fear a Smartphone Subsidy Revolt?

    By Chris Moore - April 11, 2012 | Tickers: AAPL, T, CHA, CHU, GOOG, NOK, S | Editor's Choice

    Earlier this week Walter Piecyk of BTIG Research made headlines by cutting his rating on Apple (NASDAQ: AAPL) from “buy” to “neutral.” The call attracted lots of attention being one of the only negative calls on Apple. Last week an analyst gave Apple a $1,001 price target; this week Piecyk is forecasting a revenue miss driven by a subsidy revolt, which is a bold call indeed. His reasoning is more »

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