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...
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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...
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HTHK (215 HK) Near a 6 Yr Low. Weak Results but It Looks Oversold. Enterprise Services Is the Key.
When we last wrote about the HK telecom market it was to look at strong numbers for HKT (6823 HK) and parent PCCW (8 HK). Since then, PCCW has sold...
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HKT's Strong 2H16 Results Helped by CSL Synergies. PCCW an Attractive Entry into HKT?
After a disappointing stock market performance in 2H16, when yield names fell from favor, HKT Trust (6823 HK) managed to deliver strong 2H16...
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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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