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2014年全亚洲研究团队:电信,第3号:Colin McCallum&Team

    Colin McCallum&Team
    瑞士信贷
    一场出场:0

    总出现:10

    团队首次亮相:2000年

    Colin McCallum.飞行员在亚军的四年后,他的七大信贷船员高达3号。“他为他的电话产生了有趣的论据,”观察一个背包。目前,这些建议由“市场竞争和监管环境市场和股票股票上的竞争对手股票”决定,香港麦卡姆表示,其队友在吉隆坡,孟买,新加坡和悉尼发布。研究人员在中国球员中有利于中国电信公司和中国联通(香港)。他指出,前者指定了4.26港元的目标价,享有“合理强劲”的盈利增长,并遭受了“过度重”的股价下跌,他指出。后者,标记为18.40港元的价格,仍在展示其3G网络的良好货币化,建议。这些股票分别于4月下旬以4.26港元及10.24港元交易。In addition, McCallum advises, because “the sell-off in the South Korean market also creates an opportunity, particularly since the Korean operators already generate a high proportion of revenue from ‘bundled’ packages,” both LG Uplus Corp. and SK Telecom Co. are now among the group’s top picks. Lastly, the team recommends Thailand’s Intouch Holdings, believing that regulatory cost savings will outweigh rising market activity, while the discount at which it trades relative to its listed parts will narrow.