This is part #13 of quickies on new companies taking a look at the worlds biggest mobile service provider.
Continue reading “Quicky #13 on China Mobile (941 HK)”Tag: Politics
Tencent Music continues to deliver Superior Value to Users but Politics is a risk! (Q3 2020)
TME reported Q3 2020 results on Nov 10th. Key operational metrics are good. But Chinese politics is targeting the tech sector and its monopolies …
Continue reading “Tencent Music continues to deliver Superior Value to Users but Politics is a risk! (Q3 2020)”Revisited: Is Oriental Watch the right Hong Kong bargain I want to buy right NOW?
In April, I finally published a post about Oriental Watch. I followed the company since October 2019, but uncertainty remained too high to form an investment case. The bottom line was, I promised to take another look at Oriental Watch when the (preliminary) annual results are available. Final results were released Monday …
Continue reading “Revisited: Is Oriental Watch the right Hong Kong bargain I want to buy right NOW?”