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...
192 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...
236 Views
HTHK (215 HK) Looking to Sell Fixed Line. This Can Release Value for Shareholders. TP Raised.
This is an update of the previous note as there have been developments in releasing value in Hutchison Telecommunications HK (215 HK) (HTHK)....
335 Views
HKBN 1H17 Disappoints and Near-Term Earnings Outlook Disappoints but Focus on Returns a Positive
While HKBN's (1310 HK) 1H17 results were broadly in line with our estimates (ex the NWTL acquisition last year), we have scaled back our numbers on...
178 Views
Singapore Telcos. New MVNOs May Be a Solution, Not a Problem Ahead of TPG Entry.
Recent data suggests that the mobile environment in Singapore remains tough. Service revenues continue to fall YoY as they have done for the past...
188 Views