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...
831 Views
First Pacific (142 HK): Stub Surges 30% - Unwind
The First Pacific ex-PLDT/Indofood stub has rallied from -HK$2.93 to current levels of -HK$2.06.This comes primarily on the back of poor nine-month...
457 Views
First Pacific (142 HK): Discussion with Management on Catalysts/Near Term Events
Following on from my earlier note I have dug a little deeper with management to determine what will be the key drivers of growth. Where will the...
333 Views
First Pacific (142 HK): Goodman and Metro Pacific Set to Reignite the Stub
First Pacific is trading at historically wide discount to NAV levels whilst the relative yield premium at Philippine Long Distance Telecom (PLDT)...
612 Views