bullish•HKBN Ltd•19 Apr 2023 11:52
If HKBN Gets Taken Out, Who's Next?
Is $10/share for HKBN enough to kick out TPG? Maybe. And it's peanuts for the likes of China Mobile sitting on cash of US$33bn. Separately, HKT is...
bullish•HKBN Ltd•18 Apr 2023 17:22
HKBN (1310 HK): China Mobile Is the Latest to Show Interest
To get an idea of the appropriate offer price, we examine shareholding dealings from substantial shareholders. Our analysis suggests that a scheme...
bullish•HKBN Ltd•28 Feb 2023 21:52
HKBN (1310 HK): Trading Halt, HGC’s Rumoured Takeover Offer
It will be tough to pull off privatisation at the rumoured valuation of more than US$1bn (around HK$6 per share). Nevertheless, the renewed...
bearish•TPG Telecom •07 Jul 2022 08:26
TPG Telecom Possible Selldown - Founder Could Look to Raise up to US$1bn with a Clean Exit
TPG Telecom was formed by a merger of Vodafone and TPG in Jul 2020. The merger resulted in the shares owned by Vodafone, Hutchison and David Teoh,...
bullish•Quantitative Analysis•23 Apr 2023 10:10