HKT Benefits from Price Increases and Offers Strong Dividend Support.
HKT (6823 HK) reported 2H18 EBITDA slightly below our estimates but free cash flow was in line and allowed a 5% increase in the dividend (to a 5.7%...
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StubWorld: PCCW Is “Cheap” but Stub Ops Are Deteriorating
This week in StubWorld ... Select media ops (Free TV and OTT), together with substantial losses booked to other businesses and eliminations,...
628 Views
StubWorld: Buy Renault; GMO Falters, But Crypto Exposure Is Immaterial
This week in StubWorld ... Because of the possibility of a near-term effort to rectify the "imbalance" in the relationship following the arrest of...
548 Views
StubWorld: Additional Complexity For Melco, PCCW's All Time Low, Swire Secures HAECO
This week in StubWorld ... Melco Resorts & Entertainment (MLCO US)'s Studio City spin-off will add another layer into the Melco Group,...
509 Views
Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
473 Views