HKBN (1310 HK): Expect Stronger 2H FY16 Growth
The deal with LeTV (see LeTV set to challenge pay TV industry in HK with its EPL rights ) delivered a new growth driver to Hkbn Ltd (HKBN). The...
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Asian Fixed Broadband: Consolidation Story
We see opportunity for consolidation in the Asian broadband space. Our view is that convergence and consolidation between fixed and mobile telecoms...
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LeTV set to challenge pay TV industry in HK with its EPL rights
LeTV was recently declared the surprise winner of HK EPL rights. They are set to become a disruptive force in the pay TV industry. We look at the...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
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HKBN IPO: solid fibre broadband business but rich valuation - AVOID
HKBN is the largest residential fibre broadband provider in Hong Kong. While its a stable business, however, we don't like the deal given: The IPO...
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