Hong Kong Telcos Outlook: Look to a Recovery in Cashflow in 2018
In 2017 the Hong Kong telecom market has been hurt by the specter of pricing competition in both fixed and mobile. HKBN (1310 HK) and HKT (6823 HK)...
194 Views
HKBN, Second Half Turnaround Expected as Management Focus on Ebitda Growth
As Iain Johnston discussed recently in HKT Has a Major Advantage as the Only Integrated Telco Left in HK. It Is Well Positioned for 5G, HKBN (1310...
161 Views
HKT Has a Major Advantage as the Only Integrated Telco Left in HK. It Is Well Positioned for 5G.
The recent sale of fixed line assets (HGC) by Hutchison Tel (HTHK) (215 HK) has left the market in an unusual position. There is now only one...
273 Views
Smartone's FY17 Results Show Impact of Increased Competition (HKBN?). Vulnerable to a 5G World.
The recent 2H17 results from SmarTone (315 HK) show that the competitive environment in Hong Kong is quite challenging at present. The entrance of...
187 Views
HKBN: No More Deals (For Now). Focus on Execution and Rising Returns.
HKBN Ltd (1310 HK) has disappointed investors since its IPO. The forecasts made then have not been met, mostly because HKBN has embarked on a...
231 Views