ENTITY
Asia Satellite Telecom Holdings Ltd

Asia Satellite Telecom Holdings Ltd (1135 HK)

18
Analysis
Communication ServicesHong Kong
Asia Satellite Telecommunications Holdings Limited, through its subsidiaries, owns and operates satellites for commercial services primarily to the broadcasting and telecommunications industries. The Company's satellite capacity is used for video, high speed Internet, broadband multimedia, and direct to home (DTH) services.
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bullishHKBN Ltd
19 Apr 2023 11:52

If HKBN Gets Taken Out, Who's Next?

Is $10/share for HKBN enough to kick out TPG? Maybe. And it's peanuts for the likes of China Mobile sitting on cash of US$33bn. Separately,  HKT is...

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bullishHKBN Ltd
19 Nov 2024 10:17

HKBN (1310 HK): China Mobile Comes Knocking. Again.

Shares are suspended - so there's nothing to be done right now. A rumoured HK$5/share is probably ok. A 16% premium to last close. But perhaps ~33%...

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bearishPCCW Ltd
02 Aug 2024 10:16

StubWorld: PCCW's Premium To NAV Is Unsustainable

PCCW has an attractive yield. But that's about it. A 4% premium to NAV is unsustainable. I'd reverse the stub here - short PCCW, long HKT.

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bearishPCCW Ltd
27 Nov 2023 10:16

StubWorld: Rumoured Interest In PCCW's Fibre

A 7% premium is unsustainable for this holding company structure. Reverse the stub here. If Hong Kong fibre is in vogue. perhaps it might be...

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bullishPCCW Ltd
27 Oct 2022 15:14

StubWorld: PCCW Coming Up "Cheap"

I would still be invested where Richard Li is - and therefore be Long PCCW, short HKT here. I expect the NAV discount to narrow towards its one...

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