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...
817 Views
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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Hong Kong Wireless: HKT Remains Our Top Pick on Consolidation Benefits.
Overall service revenue growth for the Hong Kong Wireless operators was negative in 2H15 as voice trends remain weak. However, margins were...
213 Views