1 December 2025 | 7:32PM HKT Equity Research China Unicom (0762.HK): Rising AI Capex with wide IDC coverage; Integrated telecom users in expansion; Buy We view China Unicom as one of the key beneficiaries of the rising AI trend in China, supported by continuous Capex spending on AI computing infrastructure and its wide coverage of IDC cabinets across China. The company's 3Q25 revenues remained flattish at Rmb92.8bn (vs. -1% YoY in 2Q25), and Unicom Cloud delivered double digit YoY growth in 3Q25. Despite mu ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Transformational change is a collection of paradoxes that are incredibly painful to lead through. And the first is if you need to scale up people, you may not need transformation. If you need to deeply change mindsets, then you may be looking at not what people are doing, but how people are thinking about their work. >> So they were playing not to lose for so long and we needed to pivot to a play to- win mindset. That's about taking risk. It's about learning. It's about resilience and courage and getting in ...

New Delhi [India], December 1 (ANI): The credit growth of the banks in the country, which had slowed in recent quarters, is expected to pick up as companies begin to draw more funds for their day-to-day operations, highlighted a report by State Bank of India.The report stated that the recent dip in credit offtake was temporary and mainly linked to the surge in IPO fundraising seen across several sectors. With those funds now being utilised, demand for bank loans is likely to rise in the coming quarters.It s ...

Why IQSTEL (Nasdaq: IQST) Is Doubling Down on AI-Driven Cyber Shields—Just as FCC Deregulates Telecom Defenses Amid Salt Typhoon's Shadow, IQSTEL (Nasdaq: IQST) and Cycurion's ( Nasdaq: CYCU) Alliance Launches Proactive Protection for a $500B Market (Investorideas.com Newswire) November 28h, 2025 – Investorideas.com, a global news source and expert investing resource covering Telecom, AI and Cybersecurity stocks issues a snapshot looking at how cybersecurity is playing a key role in the telecom secto ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: A-share market in China - **Outlook for 2026**: Expected earnings growth of 8% YoY, driven by faster nominal GDP growth and margin recovery due to supportive policies and anti-involution efforts [2][42][43] Core Insights and Arguments - **Earnings Growth**: A-share earnings growth is projected to accelerate from 6% in 2025 to 8% in 2026, supported by a recovery in margins and nominal GDP growth [2][42] - **Market Valuation**: The A-share market's equity risk premium remains above historical averages, indicating potential for further re-rating as macro policies and household savings shift towards equities [2][62][63] - **Market Correction**: Recent market pullbacks are attributed to short-term factors, including profit-taking and a retreat in global tech sectors, but are seen as buying opportunities [3][18] - **Investment Themes**: Key themes for 2026 include technology self-reliance, consumer recovery, selective investments in solar and lithium sectors, and the global competitiveness of Chinese companies [4][28] Tactical Style and Sector Allocations - **Investment Style**: Growth stocks are expected to outperform value stocks, with cyclicals likely to outperform defensives due to narrowing PPI contraction [5][71] - **Sector Preferences**: Favorable sectors include electronics, telecom, non-bank financials, national defense, non-ferrous metals, chemicals, and electrical equipment [5][63] Preferred A-share Stocks - **Top Picks**: - **Sungrow (300274.SZ)**: Buy, market cap Rmb 3,643 million, target price Rmb 225.00, upside 28% [6] - **NAURA Technology (002371.SZ)**: Buy, market cap Rmb 3,028 million, target price Rmb 545.50, upside 31% [6] - **Wanhua Chemical (600309.SS)**: Buy, market cap Rmb 1,979 million, target price Rmb 84.00, upside 33% [6] - **Huatai Securities A (601688.SS)**: Buy, market cap Rmb 1,890 million, target price Rmb 31.20, upside 49% [6] Economic Indicators and Projections - **GDP Growth**: Expected real GDP growth of 4.5% in 2026, with CPI inflation at 0.4% and a slight decline in PPI [28][30] - **Infrastructure Investment**: Anticipated recovery in infrastructure investment growth to 4-6% in 2026, supported by special financing tools [29] - **Consumption Policies**: Shift towards consumption-focused policies is expected, with household consumption share projected to rise from 40% in 2024 to 43-45% by 2030 [33][37] Risks and Considerations - **Trade Tensions**: Ongoing trade tensions with the US and potential tech constraints pose risks to the A-share market [35] - **Property Market**: Continued downturn in the property market may affect overall economic sentiment and consumption [29][33] Additional Insights - **Liquidity Trends**: The balance of margin financing has stabilized, indicating a cautious approach among investors [18][21] - **Household Savings**: There is significant potential for reallocation of household savings into the A-share market, which could drive further valuation re-rating [78][81] This summary encapsulates the key points discussed in the conference call, providing a comprehensive overview of the A-share market outlook, investment strategies, and economic projections for 2026.

The company's new CEO is looking to make some drastic cuts right out of the gate.A key reason investors may want to buy shares of Verizon Communications (VZ +0.71%) is for its dividend. Not only does the telecom giant offer a mouthwatering yield of 6.7%, but it has also increased its payout for 19 straight years. For income investors, there can be a lot of value in holding on to the stock for the long term.But often when a yield is this high, investors question whether it's really safe. If a dividend ends u ...

Commercial space exploration company SpaceX is now offering the hardware of its satellite internet service provider Starlink on Amazon.com Inc.'s (NASDAQ:AMZN) e-commerce platform.SpaceX Selling Starlink Kits On AmazonInfluencer Sawyer Merritt shared the news on the social media platform X, showcasing various Starlink products available on the platform. The products on offer include Starlink's Mini Router, a Standard Wall Mount Kit, a replacement cable, 3rd generation WiFi Routers, a Pipe adapter, as well a ...

Core Insights - Singapore blue-chip stocks are traditionally viewed as stable investments with strong financials and reliable dividends, but they also carry inherent risks that investors must consider [1][18]. Group 1: Definition and Characteristics - A blue chip is typically a large company with solid financials, stable earnings, prudent money management, and consistent dividends, often represented in the Straits Times Index [2]. - Blue-chip companies are usually industry leaders, such as DBS Group Holdings, Singapore Telecommunications Limited, and Singapore Exchange Limited [2]. Group 2: Risks Associated with Blue-Chip Stocks - **Market Sensitivity**: Blue-chip stocks are not immune to market fluctuations; historical examples show that even established companies can experience significant share price declines during downturns [3][4]. - **Regulatory and Policy Changes**: Many blue-chip companies operate in highly regulated industries, making them vulnerable to changes in regulations and competitive environments, as seen with Singtel's profit contraction due to adverse regulatory rulings [6][7]. - **Industry-Specific Challenges**: Blue-chip companies face unique challenges within their industries, such as the shift to online retail impacting physical retailers like CapitaLand Integrated Commercial Trust [9][10]. - **Economic Sensitivity**: Blue-chip stocks can be cyclical and sensitive to economic conditions, as demonstrated by Singapore Airlines' significant revenue loss during the COVID-19 crisis [11][12]. - **Overvaluation in Bull Markets**: Blue-chip stocks can become overvalued during bull markets, leading to compressed future returns and increased risk of price corrections; for instance, DBS's high price-to-book ratio indicates potential overvaluation [14][16]. Group 3: Investment Strategies - Maintaining a diversified portfolio is essential to mitigate risks associated with market sensitivity, regulatory changes, industry challenges, economic sensitivity, and overvaluation [5][19]. - Investors should conduct careful analysis of price-to-earnings and price-to-book ratios, dividend yields, and business fundamentals to ensure investments have growth potential [16][17].

AI Telecom Stock IQSTEL Inc. (Nasdaq: IQST) and Cybersecurity Stock Cycurion Inc. (NASDAQ: CYCU) Strengthen Strategic Alliance Distributing the $500,000 Dividend this year, With Their Own Shares and Retaining the Full $1,000,000 Cross-Holdings AI & Cybersecurity Stocks IQSTEL (Nasdaq: IQST) & Cycurian's (Nasdaq: CYCU) Strategic Move (Investorideas.com Newswire) Breaking Cybersecurity and AI stock news -– IQSTEL Inc. (NASDAQ: IQST) and Cycurion Inc. (NASDAQ: CYCU) today announced a joint decision to d ...