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...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
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PCCW (8 HK): PCCW Services Underpins Strong Case to Setup Stub
PCCW's stake in HKT Trust equates to approximately 145% of its market cap, with the parent - over the last two years - returning a yield 7.5% lower...
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