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guliamo » Comments » CHA

  • A Look at China's Top Five ADRs by Market Cap [View article]
    Great stuff David,
    I own LFC and CHL (China Mobile).
    LFC seems to be the best China play because it's growth is unrelated to macro conditions or price of raw materials.
    What's happening in China is massive growth of the middle class and no matter how they make their money - those people are saving it with China life, which has virtually no competition.
    Check out my portfolio for other holdings.
    Cheers,
    guliamo.
    Sep 03 12:07 pm |Rating: 0 0 |Link to Comment
  • A New Global Telecom Dividends Index [View article]
    I agree with aitvaras on this.. if this is a dividend ply - I think there are safer ones out there..
    Happy holidays :)
    Dec 25 08:39 am |Rating: 0 0 |Link to Comment
  • Bullish on Telcos  [View article]
    Nice to see Cellcom high on the list. I am less bullish on Telco's.. they seem to be having a very hard time increasing wallet share.
    Internet surfing from the phone is proving a flop and people are talking all they want to, texting all they want to and paying a fixed price. Competition is huge, moving operators easy (since the number migration law)..
    Technicals isn't everything.. it shows the past, not future.
    Cheers.
    Jul 27 08:40 am |Rating: 0 0 |Link to Comment
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