by Jacques Lemoisson | Jan 8, 2021
Since NYSE’s first delisting announcement on Jan 1, Chinese investors have been adamant buyers. Mainland holdings under Connect in China Mobile Ltd, China Telecom Corp Ltd, and China Unicom Hong Kong Ltd, have jumped 37%, 28%, and 41%, respectively. If you believe...
by Jacques Lemoisson | Jan 6, 2021
I pointed out many times the danger around the gap of temporality between what the markets priced and the reality. It seems that the markets are thinking to be immune… All around the world, production and logistic issues are joining the mistrust regarding...
by Jacques Lemoisson | Jan 5, 2021
In a previous post, I mentioned to catch the 3 Chinese telco giants on the last sales movements of yesterday. In the end, these delisting would not be a big deal due to the outstanding local market and the 5G. Now the NYSE said that is a no plan to delist the 3 giants...
by Jacques Lemoisson | Jan 1, 2021
ZTE was the big winner in this situation. Now, all US investors are out of these stocks (China Mobile, China Unicom, and China Telecom), with their huge dividend yield the current technical levels, and the speed of the 5G deployment in China, Local investors could...
by Jacques Lemoisson | Dec 29, 2020
As usual, the goal of this document is to propose answers to the main questions over 2021. Global economic growth: Rapid catch up (effective vaccines?) or “Groundhog Day” infection? Biden: Post-Trump Era complete shift or simple transition? The USA is back in the...
