PCCW (8 HK) - "Hold the Relish"
Zhen Zhou's note PCCW - Discount to NAV Near To -2x SD Again earlier this week optically presented an opportunity to set up the stub.A mean...
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Gaming Revenue Returned to Growth in September and August; More Optimism in the Junket VIP Business
The 7.4% year-over-year gross gaming revenue increase in September is stronger than consensus estimates. The improvement is driven by a low base...
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TVB 1H16: Results
TVB 1H16 - Looking beyond the dividend yieldAs expected, both cyclical and structural headwinds have affected TVB results. The main “support” to...
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511 Hk: TVB
Effective monopoly with a fast eroding economic moat from structural and cyclical declinesExtract of report below. Please refer to PDF for a full...
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HKBN Expands Its Presence in Household and Enterprise Businesses
Hkbn Ltd (HKBN) is pursuing an OTT (over the top) distribution strategy alongside its strengthening Enterprise offering, most recently with the New...
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