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TBH - China Mobile a standout SOE - says J O Hambro Senior Fund Manager Samir Mehta

Pendal Group

Pendal Group

TBH - China Mobile a standout SOE - says J O Hambro Senior Fund Manager Samir Mehta. To be honest, I've held a very healthy scepticism about all State Owned Enterprises, especially in China and India. For most part, it has served me well, the examples of SOEs providing good returns are rare. But as investors we need to keep re-visiting our past prejudices to ensure they are still valid. With that in mind, I am placing my conviction in China Mobile, owner of the world's largest mobile network and customer base. While the stock has been a poor investment in the past seven years, I believe the future holds great promise. I'm anticipating China Mobile will re-rate on a 20-30% higher EBITDA base from today. Find out why here (VIEW LINK)


Pendal Group
Pendal Group
Pendal Group

At Pendal Group, our vision is to combine the benefits of our strong institutional foundation and performance-focused culture with a multi-boutique specialist investment approach. We believe this approach firmly positions Pendal to achieve...

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