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...
331 Views
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...
370 Views
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...
434 Views
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...
449 Views