TVB - Urban Legend
Despite 10 years in the making, the Top Legend Group (TLG) announced this evening it will not proceed with its Proposed Offer.In a somewhat...
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Smartkarma: Special Situations Weekly Update (6 March 2017)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
426 Views
TVB - Channel Vision
Management’s surprise buyback announcement at $30.50 (in the form of Partial Offer) comes just two and a half months after completing the issuance...
566 Views
PCCW (8 HK) - "Hold the Relish"
Zhen Zhou's note PCCW - Discount to NAV Near To -2x SD Again earlier this week optically presented an opportunity to set up the stub.A mean...
443 Views
TVB 1H16: Results
TVB 1H16 - Looking beyond the dividend yieldAs expected, both cyclical and structural headwinds have affected TVB results. The main “support” to...
251 Views