2021 Special #3 - China Mobile

Not for the American Investors...

We had covered Telcos before like Telstra. We had even moved on to looking at Telecom Tower operator all over the world and had taken our pick on Helios. We continue to like Telco because they are mature, investing heavily in 5G, had little growth in their revenue, and had traded down for years and that means a really low expectation. We also think tha…