bullish

StubWorld: PCCW's Questionable NAV Premium. Plus Softbank Vs. Arm

280 Views06 Nov 2024 07:00
Valuation-wise, PCCW is trading full. I'd reverse the stub here, however this unjustifiable NAV premium has become even more unjustiifiable. Avoid. Softbank's NAV is bang in line with the 12-mth ave.
What is covered in the Full Insight:
  • Introduction
  • PCCW Ltd Analysis
  • HKT Ltd Financial Metrics
  • Softbank Group Overview
  • Recommendation and Conclusion
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Top 5%
David Blennerhassett
Pan-Asia Catalysts/Events
Quiddity Advisors
EquitiesEvent-Driven
Price Chart(Sign Up to Access)
analytics-chart
x