PCCW - Armed with a Warchest, There Is a Potential for Stub Re-Rate
PCCW discount to NAV is back at -2x Standard Deviation (SD) levels. Much has changed since our last insight in September. PCCW sold its UK business...
480 Views
HKBN: No More Deals (For Now). Focus on Execution and Rising Returns.
HKBN Ltd (1310 HK) has disappointed investors since its IPO. The forecasts made then have not been met, mostly because HKBN has embarked on a...
394 Views
HTHK (215 HK) Looking to Sell Fixed Line. This Can Release Value for Shareholders. TP Raised.
This is an update of the previous note as there have been developments in releasing value in Hutchison Telecommunications HK (215 HK) (HTHK)....
542 Views
HTHK (215 HK) Near a 6 Yr Low. Weak Results but It Looks Oversold. Enterprise Services Is the Key.
When we last wrote about the HK telecom market it was to look at strong numbers for HKT (6823 HK) and parent PCCW (8 HK). Since then, PCCW has sold...
309 Views
Smartkarma - ECM Coverage Weekly Update (18 Feb 2017)
Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. Accuracy Rate: Our...
302 Views