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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (52916)	3/20/2014 11:53:32 PM
From: Spekulatius	Read Replies (2) of 78748

Adding CHL @44$. Stock is down due to margin pressure. I think better times are coming, when they build out their 4G LTE network. Right now, CHL has a disadvantage with their 3G network, due to the, using the Chinese TDMA technology. This is the reason why they are using high value smartphone customers in larger cities. But those competitors are much smaller and not that well financed and will struggle to compete against a fully build 4G network. It might take a year or two to show up in numbers, but I think CHL will pull ahead again. The stock is pretty cheap with a pristine balance sheet, by far the most subscribers, the largest and soon the best network.

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