Last Week, in Event SPACE (24 June 2017)
In this note, CWT Ltd (CWT SP)’s deal completion probability slides on HNA Group's alleged oversight; PCCW Ltd (8 HK)’s net cash stub looks...
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PCCW - Armed with a Warchest, There Is a Potential for Stub Re-Rate
PCCW discount to NAV is back at -2x Standard Deviation (SD) levels. Much has changed since our last insight in September. PCCW sold its UK business...
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HTHK (215 HK) Near a 6 Yr Low. Weak Results but It Looks Oversold. Enterprise Services Is the Key.
When we last wrote about the HK telecom market it was to look at strong numbers for HKT (6823 HK) and parent PCCW (8 HK). Since then, PCCW has sold...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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HKT Trust Placement - Strong Track Record and FY2016 Results Outweighs Large Deal Size
PCCW Ltd (8 HK) is selling 840.7m shares(11.1%) of HKT Ltd (6823 HK) valued at about US$1.1bn. Post sale, PCCW will hold about 52% of HKT; just...
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