StubWorld: PCCW, Naspers/Tencent
There exit few positives in PCCW's stub ops. I would look to reverse the stub - Short PCCW, Long HKT. I believe a more suitable discount to NAV is...
371 Views
PCCW (8 HK): Possible MSCI Deletion
PCCW appears to be fully priced at 2+STD on a NAV discount. I would look to unwind here if already in, and look to reverse the stub - Short PCCW,...
688 Views
PCCW: Partial Offer To Lift Li Above 30%
For the 1H20, PCCW Ltd (8 HK)'s revenue and EBITDA increased by 2% each to HK$18.281bn and HK$5.4bn, respectively. Net loss to shareholders was...
855 Views
New Stamp Duty Negative on Transaction Volume in the NearTerm
The Hong Kong government announced a new ad valorem stamp duty, or AVD, late on Nov. 4. Effective Nov. 5, except for first-time homebuyers who are...
5.8k Views
Hong Kong Beats Moody's but Loses Big
On March 31, Hong Kong’s Securities and Futures Appeals Tribunal largely upheld the findings of the Securities and Futures Commission (SFC) against...
478 Views