Comments
-
CTLouis is one of my favorites on RV
-
FThow to comprehend the fact that party committee is playing a major governing role in these HK listed 123 middle kingdom companies. this is a fact and have been written on the article of associations of these companies. and these party committee have power over the board of directors.
-
myWould probably pay to see Louis walk through his charting setup and how he breaks out a trade and puts together all the TA signals. Not a trading course, but more like 'TA for investors'. Just knowing when to enter a position, how, when to get out and wait for better prices, etc... all has a big impact on returns even for fundamental buy-and-holders who have conviction in a sector or looking at beaten up deep value plays.
-
LWI am living in Shanghai and thought this trade is based around the thesis that the CN gov is considering to merge China Unicom with China Telecom. Is this possibility considered as well?
-
MWI’m not taking this trade as I don’t have the stomach for it. But I think Louis did a great job presenting his case and explaining it. Hope to see more from Louis in the future, including some follow up evaluation of this trade in a year.
-
HOGovt is telling them to cut prices. The cash cow is on a diet. They can't afford 5G on their own and need to raise capital. Shares in thinning cows will be diluted.