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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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...
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HKBN (1310 HK): Expect Stronger 2H FY16 Growth
The deal with LeTV (see LeTV set to challenge pay TV industry in HK with its EPL rights ) delivered a new growth driver to Hkbn Ltd (HKBN). The...
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