PCCW (8 HK) - "Hold the Relish"
Zhen Zhou's note PCCW - Discount to NAV Near To -2x SD Again earlier this week optically presented an opportunity to set up the stub.A mean...
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PCCW - Discount to NAV Near To -2x SD Again
Just over a month ago, PCCW Ltd (8 HK)'s discount to NAV was close to -2x SD. We wrote on it in PCCW - Discount to NAV Close To -2x SD; Near Set-Up...
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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...
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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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