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...
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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...
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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...
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StubWorld - Set-Up & Unwind Extremes (27 July 2017)
This week I briefly look at recent bifurcations in Korea Circuit Co Ltd (007810 KS), Daewoong Co Ltd (003090 KS), Cheung Kong Infrastructure (1038...
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Belle International – Registering Changes
Last Friday, Belle International Holdings Limited (1880 HK)updated the market on the withdrawal of 540mn shares (6.4% of issued securities) from...
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