The Call on China Telecom

Published on
20 September, 2018
Topic
Trading, Technical Analysis, Technology
Duration
9 minutes
Asset class
Equities

The Call on China Telecom

Featuring Louis Llanes

Louis Llanes, founder of Wealthnet Investments, unpacks the case for upside in China Telecom shares. In his view, the company’s cash flow and strong subscriber base create a unique competitive advantage that will allow the company to outrun the competition in the race to build 4G and 5G infrastructure in the world’s most populous nation. Filmed on September 18, 2018 in Englewood, Colorado.

Published on
20 September, 2018
Topic
Trading, Technical Analysis, Technology
Duration
9 minutes
Asset class
Equities
Rating
14
Sharing

Comments

  • FT

    Freddy T.

    1 10 2018 11:43

    1       0

    how 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.

  • CT

    Christopher T.

    25 9 2018 03:07

    1       0

    Louis is one of my favorites on RV

  • LW

    Lorenz W.

    22 9 2018 08:49

    1       0

    I 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?

  • my

    markettaker y.

    22 9 2018 01:49

    2       0

    Would 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.

  • HO

    H2 O.

    20 9 2018 14:42

    3       1

    Govt 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.

  • MW

    Myron W.

    20 9 2018 14:28

    1       0

    I’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.