Wednesday, 30 March 2016

LD Investments-China Mobile Growth Drivers: 4G And China's 'Internet Plus'

http://seekingalpha.com/article/3961210-china-mobile-growth-drivers-4g-chinas-internet-plus?source=author_profile_page

China Mobile Growth Drivers: 4G And China's 'Internet Plus'

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 About: China Mobile Limited (CHL), Includes: CHA, CHU

Summary

China Mobile's ARPU has been affected by a combination of falling voice revenue and the government's price cutting strategy.
However, with 4G subscribers generating about 1.5 times the ARPU of regular mobile customers, 4G is likely to drive revenues going forward.
Over the long term, China's "Internet Plus" initiative should help drive growth.
Please take note this is only one aspect in weighing the attractiveness or non-attractiveness of China Mobile (NYSE:CHL) as an investment and should not be used independent of other factors.
China Mobile is the largest wireless network operator in the world with over 800 million subscribers and is the leading mobile operator in China with an approximately 60% market share.
Short-Term Driver: 4G
China Mobile is currently the 4G market leader in China, with a market shareexceeding 80% as at August 2015.
China Mobile's total mobile subscriber base grew by 2.4% to 826 million subscribers in 2015. China Mobile started the year with 90 million 4G subscribers and ended with a massive 312 million, representing an increase of over 200%. Despite this, there's still ample room to grow as the company's 4G subscribers represent just 38% of its total subscriber base. China Mobile intends to increase its 4G subscriber base to 500 million by 2016.
Data services is the key revenue driver. 4G customers consume around double, and in some cases, triple the monthly amount of data of non-4G users. Much of this increase is driven by video streaming. Consequently, 4G users generate 1.5 times the Average Revenue Per User (ARPU) of regular telecom customers.

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Wednesday, 23 March 2016

LD Investments Caterpillar: Short-Term Woes, But Long-Term Opportunities In China

Caterpillar: Short-Term Woes, But Long-Term Opportunities In China

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 About: Caterpillar Inc. (CAT), Includes: HTCMY, HYHZF, KMTUY, SNYYY

Summary

Construction equipment companies throughout China are suffering from excess capacity.
A re-balancing of China's economy towards consumption means the boom days of the construction industry are unlikely to happen again in the near future.
The supply-side pressures show signs of abating, with major players slashing operations and reducing capacity.
In the long term, the "One Belt, One Road" initiative and continuing urbanization offer growth prospects.
By positioning itself as a manufacturer of high-quality machinery, Caterpillar has been seeing encouraging results despite weakening market conditions.
Please take note, this is only one aspect in assessing the attractiveness or non-attractiveness of Caterpillar (NYSE:CAT) as an investment and should not be used independent of other factors.
Short-Term Woes: Excess Capacity And Re-balancing Of The Chinese Economy
Caterpillar's performance has been hit on multiple fronts, including low oil prices and a slowing Chinese economy which has contributed to a weak mining and construction industry. Consequently, the world's largest seller of construction and mining equipment has seen negative monthly sales growth rates for the past 39 months.
Construction equipment companies responded to China's property bubble (2005-2011) and the government's one-time 4 trillion yuan stimulus package by rapidly increasing capacity. Caterpillar, for instance, announced expansion plans in 2010 to increase Chinese excavator production capacity by 400%. The timing was unfortunate, not just for Caterpillar, but for other equipment manufacturers as well; production capacity in China, the world's largest market for mining and construction equipment, was ramped up just as the Chinese government began to tone down the pace of investment in infrastructure and property.
By 2012, construction equipment manufacturing capacity in China was double that of global sales, and the softening of the construction industry had already just begun; growth in China's construction industry was 13.5%, 9.7%, 9.3%, 9.5% and 6.5% in real terms in 2010, 2011, 2012, 2013 and 2014, respectively.
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Thursday, 10 March 2016

LD Investments--Cyber Insurance: A Growth Opportunity For Property And Casualty Insurers


for more  gohttp://seekingalpha.com/article/3957343-cyber-insurance-growth-opportunity-property-casualty-insurers

Cyber Insurance: A Growth Opportunity For Property And Casualty Insurers

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 Includes: AIG, CB

Summary

Cyber-attack costs are increasing and are likely to continue increasing especially with the advent of IoT.
The cyber insurance market is one of the fastest growing markets for P&C insurers.
Aggregate risk is a potential threat to the credit quality and financial strength of insurers.
As the market matures, the challenges are likely to be overcome, initial changes are underway.
Please take note this is only one aspect in weighing the attractiveness or non-attractiveness of any of the stocks mentioned in this article and should not be used independent of other factors.
There was an average of 200,000 global cyber security incidents a day in 2014.
The number of data breaches in the U.S. alone has been trending upward.

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Tuesday, 8 March 2016

LD Invesments General Electric Poised To Benefit From Wind Energy Growth Potential

for more go

General Electric Poised To Benefit From Wind Energy Growth Potential

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 About: General Electric Company (GE)

Summary

General Electric is one of the world’s largest wind turbine manufacturers and is the leading manufacturer in the United States.
With the extension of the Production Tax Credit (PTC), prospects for onshore wind energy in the United States is positive.
Offshore energy has gained traction globally, yet this is an untapped opportunity in the United States - General Electric’s main market.
With the Alstom acquisition, GE acquired Alstom’s Haliade offshore wind turbines which is the turbine of choice for Deepwater Wind’s Block Island wind project - America’s first offshore wind farm.
A report by GlobalData anticipates offshore wind to become one of the largest renewable power segments by 2020.
Please take note this is only one aspect in weighing the attractiveness or non-attractiveness of General Electric (NYSE:GE) as an investment and should not be used independent of other factors.
General Electric's renewable energy business is comprised of three main segments: onshore wind, offshore wind and hydro. Much of the segment's revenues are currently derived from onshore wind.
General Electric is one of the world's largest wind turbine manufacturers and is the leading manufacturer in the United States.
Click to enlarge
Source: Bloomberg New Energy Finance Report
Renewable energy was the biggest source of new power added to U.S. electricity grids in 2015; that was the second straight year that renewable energy eclipsed fossil fuels.
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