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Pacific Century
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Blue Chip Telco in HK
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huathuat88888
Elite |
13-Nov-2018 18:55
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Results ok but waiting for PCCW results . We know NAV > 50 cts and it is rarity for telco leader to have price way below NAV . Means ? a lot of UPSIDE PCCW may hit IOT Jackpot . Especially those partnerships with TenCent : ) 1 startup jackpot hit will be enough to value it x 5 times more | ||||
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huathuat88888
Elite |
13-Nov-2018 15:25
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Depends on which markets.
HK = China China = HK
Cant say much. Just watch.
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alexchew
Master |
12-Nov-2018 16:12
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so this is actually a telco company specifically.. Have to be mindful of what is happening to singtel etc... It' s effects should be the same.. Downward spiral
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justinetan
Member |
12-Nov-2018 15:21
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Today should be announcing Q3 earnings | ||||
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huathuat88888
Elite |
12-Nov-2018 11:29
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PCCW gradually moving into China markets. HengQin new district. Not sure will it be part of Macau soon ? | ||||
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huathuat88888
Elite |
03-Nov-2018 00:08
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PCCW (PCCWY) Upgraded by JPMorgan Chase & Co. to Buy
PCCW logoPCCW (OTCMKTS:PCCWY) was upgraded by JPMorgan Chase & Co. from a ?neutral? rating to a ?buy? rating in a research report issued to clients and investors on Monday, October 15th, The Fly reports.
Shares of PCCWY opened at $5.40 on Monday. PCCW has a 12-month low of $5.15 and a 12-month high of $6.26. The company has a debt-to-equity ratio of 2.17, a current ratio of 1.00 and a quick ratio of 0.95.
About PCCW
PCCW Limited provides telecommunications and related services in Hong Kong, Macau, Mainland China, and internationally. The company's services include local telephony, local data and broadband, mobile and international telecommunications, and satellite-based and network-based telecommunications services and outsourcing, consulting, and contact center services.
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shk363
Master |
02-Nov-2018 18:40
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will try enter on monday | ||||
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huathuat88888
Elite |
02-Nov-2018 15:44
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Unusual Trading detected. Very suspicous. Are they going to do a Wheelock or a SC Global ? OFFER ? | ||||
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alexchew
Master |
29-Oct-2018 16:51
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how is tat gg to happen? if hk reclaim land for PRC, its not solving any housing issue at all... It just opens a new influx of property surge, at the expense of hk ppl.. I seriously think tat is not gg to happen. 
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huathuat88888
Elite |
29-Oct-2018 16:49
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PCCW is going to benefit from HK massive land reclamation projects.
Population will shoot up especially from muddle class mainlamders. |
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huathuat88888
Elite |
28-Oct-2018 21:47
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China is trying to merge China Unicom with China Telecom.
Much like China Shipping and Cosco merger
This is to create synergies and costs efficiency in infrastructure building.
Remember China Unicom holds about 19% stake in HK Telco leader PCCW.
So what is China Unicom going to do next ?
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huathuat88888
Elite |
28-Oct-2018 21:43
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Tencent more likely of course.
Alibaba less likely : )
Fintech Event next month in Singapore .
UOB has already JV with Sina backed Pintec in Fintech biz for SEA.
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justinetan
Member |
28-Oct-2018 14:52
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I do appreciate your strategic Blue Ocean analysis of various possibilities. | ||||
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huathuat88888
Elite |
27-Oct-2018 13:30
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Richard Li after cashing out what will he do ? Most likely he will go into PE Fund Management biz. That is his passion. Invest and seeing Returns . He could potentially be richer than his father if he didnt sell away ...that stakes ....to South Aftican funds.
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huathuat88888
Elite |
27-Oct-2018 13:22
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Dont be surprised if Singtel join in the China led Consortium to launch a bid for PCCW . Singtel very much wants to expand into HK. But politics reasons has it that Singtel will not get it wholly. Thus China 70 % Singtel 30% JV bid is a likely possibility.
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huathuat88888
Elite |
27-Oct-2018 13:15
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A few ways to look at it :
1. China Telco may make an offer for PCCW Or 2. Richard may make an offer for PCRD Or 3. Richard may use PCRD as a vehicle for SEA and Australia markets and other biz expansion so an injection of JV assets likely for such a scenario This may include but not limit to : Fintech biz Insurance E Commerce Partners may likely be TenCent or even Alibaba Alipay with some big name banks |
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justinetan
Member |
27-Oct-2018 11:13
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Undoubtedly a potential multibagger stock if corporate actions are executed by the majority shareholder, Pacific Century Group. | ||||
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huathuat88888
Elite |
24-Oct-2018 14:31
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HK Telco No. 1 Bargain Price to NAV. | ||||
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huathuat88888
Elite |
07-Jun-2018 08:43
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Whatever it is, i think PCRD is the MOST UNDER VALUED BLUE CHIP TELCO STOCK IN THE WORLD.
ANYTHING BELOW 50 CTS JUST ADD IF YOU HAVE BUYING POWER. |
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justinetan
Member |
06-Jun-2018 06:23
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The NAV is correct. As for the RNAV, the assets of PCCW and HKT at market value will have added around 40 cents to PCRD's NAV. This is unless you have considered taking a discount of 30% to account for the conglomerate HQ discount at PCRD level. | ||||
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