ENTITY
PCCW Ltd

PCCW Ltd (8 HK)

138
Analysis
Communication ServicesHong Kong
PCCW Limited, through its subsidiaries, provides telecommunications, Internet access, multimedia services and related equipment. The Company also offers computer, engineering, and other technical services in Hong Kong. In addition, PCCW invests in and develops system integration and technology-related business, infrastructure and properties in Hong Kong and China.
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bearishPCCW Ltd
02 Aug 2024 10:16

StubWorld: PCCW's Premium To NAV Is Unsustainable

PCCW has an attractive yield. But that's about it. A 4% premium to NAV is unsustainable. I'd reverse the stub here - short PCCW, long HKT.

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bullishPCCW Ltd
01 Aug 2022 20:17

Cayman Islands: Headcount To Be Decapitated On 31 August

On 31 August 2022, the Cayman Islands will abolish the current 'headcount test' which a Cayman Islands members' Scheme (including HK companies) had...

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bearishPCCW Ltd
27 Nov 2023 10:16

StubWorld: Rumoured Interest In PCCW's Fibre

A 7% premium is unsustainable for this holding company structure. Reverse the stub here. If Hong Kong fibre is in vogue. perhaps it might be...

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bullishHKBN 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...

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bullishHKBN Ltd
19 May 2022 12:27

HKBN (1310 HK): KKR & PAG's Pipe Dreams

There is as yet, no firm Offer. Shares are up ~3%. It's a steady business, with solid shareholder backing, strong management, and a decent yield...

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