StubWorld - Set-Up & Unwind Extremes (27 July 2017)
This week I briefly look at recent bifurcations in Korea Circuit Co Ltd (007810 KS), Daewoong Co Ltd (003090 KS), Cheung Kong Infrastructure (1038...
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Belle International – Registering Changes
Last Friday, Belle International Holdings Limited (1880 HK)updated the market on the withdrawal of 540mn shares (6.4% of issued securities) from...
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Last Week, in Event SPACE (24 June 2017)
In this note, CWT Ltd (CWT SP)’s deal completion probability slides on HNA Group's alleged oversight; PCCW Ltd (8 HK)’s net cash stub looks...
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PCCW - Armed with a Warchest, There Is a Potential for Stub Re-Rate
PCCW discount to NAV is back at -2x Standard Deviation (SD) levels. Much has changed since our last insight in September. PCCW sold its UK business...
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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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