Last Week in Event SPACE – Toshiba, JA Solar, Hyundai Merchant, Hochtief, ASE
Last week, the announced capital raising resurrects Toshiba Corp (6502 JP); minorities should exercise a "Shanda" on the JA Solar Holdings Co (JASO...
266 Views
StubWorld - Set-Up/Unwind Extremes: Rusal, PCCW, Kingboard
This week I briefly look at recent (& ongoing) bifurcations in United Co Rusal Plc (486 HK); PCCW Ltd (8 HK); Kingboard Chemical Holdings (148...
201 Views
HKT Has a Major Advantage as the Only Integrated Telco Left in HK. It Is Well Positioned for 5G.
The recent sale of fixed line assets (HGC) by Hutchison Tel (HTHK) (215 HK) has left the market in an unusual position. There is now only one...
266 Views
Last Week in Event SPACE (13 August 2017)
Wharf Holdings Ltd (4 HK) vacillated after announcing its IP spin-off is at an advanced stage; industry heavy weights inject welcome-support...
254 Views
PCCW - Investment by Temasek, Hony, and Foxconn into OTT Business May Turn Stub Sentiment Positive
Since our previous insight, PCCW - Armed with a Warchest, There Is a Potential for Stub Re-Rate , PCCW's NAV has widened further. However, on 10th...
270 Views