PCCW - Good Time to Close the Trade
Mean Reversion Complete for PCCWEver since our insight on PCCW - Discount to NAV Close To -2x SD; Near Set-Up Level, PCCW has reverted back to its...
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PCCW - Discount to NAV Close To -2x SD; Near Set-Up Level
PCCW Ltd (8 HK)'s 1H 2016 results missed estimates leading to an over 12% decline of share price over one week. Discount to NAV has widened close...
240 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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HKBN Expands Its Presence in Household and Enterprise Businesses
Hkbn Ltd (HKBN) is pursuing an OTT (over the top) distribution strategy alongside its strengthening Enterprise offering, most recently with the New...
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LeTV set to challenge pay TV industry in HK with its EPL rights
LeTV was recently declared the surprise winner of HK EPL rights. They are set to become a disruptive force in the pay TV industry. We look at the...
299 Views