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...
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HSCI Index Rebalance & Stock Connect: Expected Changes in September
Currently we see 28 potential inclusions & 22 deletions from the HSCI at the Sep rebalance. Most of the inclusions will join Stock Connect while...
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HSCI Index Rebalance and Stock Connect: Potential Changes in June and September
A look at the potential changes to the HSCI at the June & September reviews and stocks that could be included in/excluded from Stock Connect. These...
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HKT Benefits from Price Increases and Offers Strong Dividend Support.
HKT (6823 HK) reported 2H18 EBITDA slightly below our estimates but free cash flow was in line and allowed a 5% increase in the dividend (to a 5.7%...
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StubWorld: Buy Renault; GMO Falters, But Crypto Exposure Is Immaterial
This week in StubWorld ... Because of the possibility of a near-term effort to rectify the "imbalance" in the relationship following the arrest of...
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