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Smartone Telecommunications (315 HK)
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30
Analysis
Communication Services
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Hong Kong
SmarTone Telecommunications Holdings Limited, through its subsidiaries, provides mobile telecommunication and related services and sells mobile telephones and accessories.
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bearish
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PCCW Ltd
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02 Aug 2024 10:16
StubWorld: PCCW's Premium To NAV Is Unsustainable
PCCW has an attractive yield. But that's about it. A 4% premium to NAV is unsustainable. I'd reverse the stub here - short PCCW, long HKT.
David Blennerhassett
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442 Views
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bullish
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HKBN Ltd
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24 Mar 2024 08:10
HKBN (1310 HK): Déjà Vu as Privatisation Rumours Resurface
The probability of a takeover offer is low, which explains TPG/MBK's exploration of other options. An attractive dividend yield continues to...
Arun George
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462 Views
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bearish
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PCCW Ltd
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27 Nov 2023 10:16
StubWorld: Rumoured Interest In PCCW's Fibre
A 7% premium is unsustainable for this holding company structure. Reverse the stub here. If Hong Kong fibre is in vogue. perhaps it might be...
David Blennerhassett
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379 Views
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bullish
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Hutchison Telecommunications Hong Kong Holdings
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23 Jun 2022 15:19
Hutch Tel (215 HK): Something's Brewing
Hutch Tel appears to be in play. And Hong Kong has had a tendency for news leakage ahead of events. Even after the recent run-up, Hutch Tel does...
David Blennerhassett
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558 Views
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bullish
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HKBN Ltd
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19 May 2022 16:30
HKBN in the Crosshairs of KKR and PAG
Bloomberg reported that KKR and PAG could launch a privatisation bid. Precedent transactions suggest a privatisation forward EV/EBITDA multiple of...
Arun George
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455 Views
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