haami, i don't know about ISP but perhaps we can look into the telcom sector in china. but i doubted we'll find any good ones at a great value consider the secret already being out (2 billion people and their 2 billions + communication). the thing is, when you think about investing you need to "think outside the box", you can't be seeing the same thing everyone sees because the share price is already gonna reflect their hopes and potentials and will have very little for yours.