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The Logic Behind PCRD, HKT, PCCW Post Reply Rate topic
jayarumah Master	06-Jun-2016 15:39        jayarumah About Contact  Quote this Post!
x 0   x 0  Alert Admin	well, may be true may be not.  if it is true ? means how much these VVIPs value all the Telco Assets.     jayarumah      ( Date: 06-Jun-2016 15:33) Posted: while i was in shenzhen, those kaypoh gossipers told me this sauces fairytales stories: SUper X wanted a China Moblie License in China and he thought for sure it will be granted, then was shocked China top guys didnt grant it.... so, from eating KFC together now becoming one eating KFC and the other eating Mc Donalds..... Note : these are kaypoh gossipers in Shenzhen dim sum chat, take it with a pinch of salt jayarumah      ( Date: 06-Jun-2016 15:26) Posted: dont know lei....very complicated worrr (must sound like HK yan jejjjjj......) diu .....! PCRD spent tonnes of company funds to buy back own stocks from market until almost reach 90% holding then suddenly stop.... and PCRD dont want dividends $ from PCCW, they opt and exchange for PCCW shares.... now PCCW shares a bit hot in HK also dont know why worrrr....dimmmm ah ?
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jayarumah Master	06-Jun-2016 15:33        jayarumah About Contact  Quote this Post!
x 0   x 0  Alert Admin	while i was in shenzhen, those kaypoh gossipers told me this sauces fairytales stories: SUper X wanted a China Moblie License in China and he thought for sure it will be granted, then was shocked China top guys didnt grant it.... so, from eating KFC together now becoming one eating KFC and the other eating Mc Donalds..... Note : these are kaypoh gossipers in Shenzhen dim sum chat, take it with a pinch of salt jayarumah      ( Date: 06-Jun-2016 15:26) Posted: dont know lei....very complicated worrr (must sound like HK yan jejjjjj......) diu .....! PCRD spent tonnes of company funds to buy back own stocks from market until almost reach 90% holding then suddenly stop.... and PCRD dont want dividends $ from PCCW, they opt and exchange for PCCW shares.... now PCCW shares a bit hot in HK also dont know why worrrr....dimmmm ah ?    HuathuatLeo      ( Date: 06-Jun-2016 15:12) Posted: this one cornered not to go up. Si mi tai chi.
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jayarumah Master	06-Jun-2016 15:26        jayarumah About Contact  Quote this Post!
x 0   x 0  Alert Admin	dont know lei....very complicated worrr (must sound like HK yan jejjjjj......) diu .....! PCRD spent tonnes of company funds to buy back own stocks from market until almost reach 90% holding then suddenly stop.... and PCRD dont want dividends $ from PCCW, they opt and exchange for PCCW shares.... now PCCW shares a bit hot in HK also dont know why worrrr....dimmmm ah ?    HuathuatLeo      ( Date: 06-Jun-2016 15:12) Posted: this one cornered not to go up. Si mi tai chi. jayarumah      ( Date: 06-Jun-2016 15:09) Posted: HK PCCW Lucky 8 is up 9 cents to today close to +2% with good volumes.  Singapore PCRD is pushed down a bit awkwardly to $0.35.   The rationale behind it is ........? hmmmmm.....that one ?
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HuathuatLeo Elite	06-Jun-2016 15:12        HuathuatLeo About Contact  Quote this Post!
x 0   x 0  Alert Admin	this one cornered not to go up. Si mi tai chi. jayarumah      ( Date: 06-Jun-2016 15:09) Posted: HK PCCW Lucky 8 is up 9 cents to today close to +2% with good volumes.  Singapore PCRD is pushed down a bit awkwardly to $0.35.   The rationale behind it is ........? hmmmmm.....that one ? jayarumah      ( Date: 03-Jun-2016 11:33) Posted: But i doubt the intention stated earlier to be so as there is not much meat anyway and thanks to the stakes in hkt and pccw as a guide, if things become relatively cheaper to buy pcrd for hkt and pccw indirectly , market will self adjust The likelier intention is : lower price + offer bid to get a better deal in that sense Why i have such deduction ? If a company uses company $ to buy back tonnes of shares above $0.40 per share but would not buy at bargain prices $0.35 to $0.36 you know something is not so right There has to be a valid reason I must say Li family is super powerful here in asia . Why ? Till now, not a single opportunistic tycoon, not a single fund local regional or global have tried to accumulate pcrd shares ... Goodwill ?
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jayarumah Master	06-Jun-2016 15:09        jayarumah About Contact  Quote this Post!
x 0   x 0  Alert Admin	HK PCCW Lucky 8 is up 9 cents to today close to +2% with good volumes.  Singapore PCRD is pushed down a bit awkwardly to $0.35.   The rationale behind it is ........? hmmmmm.....that one ? jayarumah      ( Date: 03-Jun-2016 11:33) Posted: But i doubt the intention stated earlier to be so as there is not much meat anyway and thanks to the stakes in hkt and pccw as a guide, if things become relatively cheaper to buy pcrd for hkt and pccw indirectly , market will self adjust The likelier intention is : lower price + offer bid to get a better deal in that sense Why i have such deduction ? If a company uses company $ to buy back tonnes of shares above $0.40 per share but would not buy at bargain prices $0.35 to $0.36 you know something is not so right There has to be a valid reason I must say Li family is super powerful here in asia . Why ? Till now, not a single opportunistic tycoon, not a single fund local regional or global have tried to accumulate pcrd shares ... Goodwill ?
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justinetan Member	03-Jun-2016 23:04        justinetan About Contact  Quote this Post!
x 0   x 0  Alert Admin	So far I am disappointed with the share price movement of PCRD.
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jayarumah Master	03-Jun-2016 15:51        jayarumah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Internet , e commerce and telco are big BIG i mean super BIG business. If you look at the mrt, the bus, the cafes, everyone is holding a handphone. Instagram facebook all posted via ? Mostly handphones. If alibaba ebay are retailers and tenants, telcos such as PCCW and Singtel are LANDLORDS. Think about it.
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SeePehJiaLat Senior	03-Jun-2016 13:54        SeePehJiaLat About Contact  Quote this Post! Style: Technical   Mood: Yells: "Can or not?"
x 0   x 0  Alert Admin	relax..... no rush !!! good time will come... fruitfulness      ( Date: 03-Jun-2016 13:25) Posted: PCRD should not be conducting anymore share buyback - Richard Li, through his investment vehicles, currently holds about 89.6% of all PRCD shares, just about 4m shares (or 4000 lots [1000 shares per lot]) short of hitting 90%.   We were told of this during the AGM.   It is up to Richard Li whether he wants to privatise PCRD, althu we strongly feel he should. By his inaction, PCRD shares are somewhat illiquid and it is causing the share price to drop gradually.   The PCRD conglomerate discount is more than 40% now - the breakup value of PCRD should be worth some 63 Singapore cents (noting the PCCW share price is about HK$5.1 currently). Anyway, I hope Richard Li does not play us out by offering a ridiculously low price, if he wants to privatise PCRD. I expect a minimum of high forties ... even so, many shareholders may not be pleased. Don' t expect any divident payout for this year, PCRD CEO said during the AGM that PCRD is experiencing a negative cashflow, even with the PCCW & HKT dividends it receive.     jayarumah      ( Date: 03-Jun-2016 11:33) Posted: But i doubt the intention stated earlier to be so as there is not much meat anyway and thanks to the stakes in hkt and pccw as a guide, if things become relatively cheaper to buy pcrd for hkt and pccw indirectly , market will self adjust The likelier intention is : lower price + offer bid to get a better deal in that sense Why i have such deduction ? If a company uses company $ to buy back tonnes of shares above $0.40 per share but would not buy at bargain prices $0.35 to $0.36 you know something is not so right There has to be a valid reason I must say Li family is super powerful here in asia . Why ? Till now, not a single opportunistic tycoon, not a single fund local regional or global have tried to accumulate pcrd shares ... Goodwill ?
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fruitfulness Veteran	03-Jun-2016 13:25        fruitfulness About Contact  Quote this Post!   Yells: "May the Lord God establish the works of my hands!"
x 0   x 0  Alert Admin	PCRD should not be conducting anymore share buyback - Richard Li, through his investment vehicles, currently holds about 89.6% of all PRCD shares, just about 4m shares (or 4000 lots [1000 shares per lot]) short of hitting 90%.   We were told of this during the AGM.   It is up to Richard Li whether he wants to privatise PCRD, althu we strongly feel he should. By his inaction, PCRD shares are somewhat illiquid and it is causing the share price to drop gradually.   The PCRD conglomerate discount is more than 40% now - the breakup value of PCRD should be worth some 63 Singapore cents (noting the PCCW share price is about HK$5.1 currently). Anyway, I hope Richard Li does not play us out by offering a ridiculously low price, if he wants to privatise PCRD. I expect a minimum of high forties ... even so, many shareholders may not be pleased. Don' t expect any divident payout for this year, PCRD CEO said during the AGM that PCRD is experiencing a negative cashflow, even with the PCCW & HKT dividends it receive.     jayarumah      ( Date: 03-Jun-2016 11:33) Posted: But i doubt the intention stated earlier to be so as there is not much meat anyway and thanks to the stakes in hkt and pccw as a guide, if things become relatively cheaper to buy pcrd for hkt and pccw indirectly , market will self adjust The likelier intention is : lower price + offer bid to get a better deal in that sense Why i have such deduction ? If a company uses company $ to buy back tonnes of shares above $0.40 per share but would not buy at bargain prices $0.35 to $0.36 you know something is not so right There has to be a valid reason I must say Li family is super powerful here in asia . Why ? Till now, not a single opportunistic tycoon, not a single fund local regional or global have tried to accumulate pcrd shares ... Goodwill ?
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jayarumah Master	03-Jun-2016 12:51        jayarumah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guess goldman sachs is working very hard now : )
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jayarumah Master	03-Jun-2016 11:50        jayarumah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Having written all the pointers , i m gonna make a bold but possible predction : Using Telefonica as a guide ..... In future there is a likely marriage between Hutchison and PCCW and HKT... $ saved in UK can be put to better use ....the world is big enough to find the right markets ... UK loss is others gain
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jayarumah Master	03-Jun-2016 11:33        jayarumah About Contact  Quote this Post!
x 0   x 0  Alert Admin	But i doubt the intention stated earlier to be so as there is not much meat anyway and thanks to the stakes in hkt and pccw as a guide, if things become relatively cheaper to buy pcrd for hkt and pccw indirectly , market will self adjust The likelier intention is : lower price + offer bid to get a better deal in that sense Why i have such deduction ? If a company uses company $ to buy back tonnes of shares above $0.40 per share but would not buy at bargain prices $0.35 to $0.36 you know something is not so right There has to be a valid reason I must say Li family is super powerful here in asia . Why ? Till now, not a single opportunistic tycoon, not a single fund local regional or global have tried to accumulate pcrd shares ... Goodwill ?
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jayarumah Master	03-Jun-2016 11:12        jayarumah About Contact  Quote this Post!
x 0   x 0  Alert Admin	If Richard uses company $ to buy back PCRD shares and then throw back his personal shares back into the market and then use the dividends to buy back again, ...then to me this is not honorable. I m saying if.... UK regulatory was ridiculous in my opinion in their handling of O2 and Three While i think we Singapore has been very supportive in Li businesses I only hope people will be nice to the nice and not be nice to the bully .... ruready      ( Date: 03-Jun-2016 11:05) Posted: How many share flood in market, can call Richard ki to privatize or give divident, how much the NTA , in my watchlist again because now must LOOOK for cash rich counter  jayarumah      ( Date: 03-Jun-2016 10:58) Posted: With all due respect, i guess the great Mr Li Kashing many years ago has already planned for his empire disttribution. Li Kashing has 2 sons. Victor and Richard. By Chinese tradition, eldest son Victor is the natural successor. Thus, all these years, he is being groomed to take over Li Kashing. As he is in the shadow of his father, we wont for sure how good he really is. Though he appears to good. Richard Li on the other hand, is like a rebel who wants to prove to the rest, more importantly to himself i guess. He showed flashes of brilliance, at times too impulsive especially his national duty to wrestle HKT off Singtel hands. Simply, both Victor and Richard are excellent on their own rights
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ruready Supreme	03-Jun-2016 11:05        ruready About Contact  Quote this Post!   Yells: "Follow the micro penny , May be this is the last train"
x 0   x 0  Alert Admin	How many share flood in market, can call Richard ki to privatize or give divident, how much the NTA , in my watchlist again because now must LOOOK for cash rich counter  jayarumah      ( Date: 03-Jun-2016 10:58) Posted: With all due respect, i guess the great Mr Li Kashing many years ago has already planned for his empire disttribution. Li Kashing has 2 sons. Victor and Richard. By Chinese tradition, eldest son Victor is the natural successor. Thus, all these years, he is being groomed to take over Li Kashing. As he is in the shadow of his father, we wont for sure how good he really is. Though he appears to good. Richard Li on the other hand, is like a rebel who wants to prove to the rest, more importantly to himself i guess. He showed flashes of brilliance, at times too impulsive especially his national duty to wrestle HKT off Singtel hands. Simply, both Victor and Richard are excellent on their own rights. jayarumah      ( Date: 03-Jun-2016 10:41) Posted: It is a buy at this price. PCRD holds stakes in HKT and PCCW, both are Cash Cows Richard Li holds most in PCRD if PCRD gets dividends from HKT and PCCW: 1. If they dont buy back shares, then the $ will be used to give PCRD dividends 2. If dividends are used to exchange for PCCW shares, NTA of PCRD goes up Logically, it is a buy for this Share. Li Kashing Hutchison got screwd by ex colonial masters in UK, hope Li dont screw us here the Asian sibling. Be nice to the nice please.
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jayarumah Master	03-Jun-2016 11:02        jayarumah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thus, the recent major restructuring of CK Holdings are Li Kashing is widely seen as : The empire distribution plans for his 2 capable sons. Li Kashing is a fair man. So, i guess, by tradition, Victor will lead the Flagship business (Properties...) While Richard will likely lead the high-tech business (Telco......) Meaning ?
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jayarumah Master	03-Jun-2016 10:58        jayarumah About Contact  Quote this Post!
x 0   x 0  Alert Admin	With all due respect, i guess the great Mr Li Kashing many years ago has already planned for his empire disttribution. Li Kashing has 2 sons. Victor and Richard. By Chinese tradition, eldest son Victor is the natural successor. Thus, all these years, he is being groomed to take over Li Kashing. As he is in the shadow of his father, we wont for sure how good he really is. Though he appears to good. Richard Li on the other hand, is like a rebel who wants to prove to the rest, more importantly to himself i guess. He showed flashes of brilliance, at times too impulsive especially his national duty to wrestle HKT off Singtel hands. Simply, both Victor and Richard are excellent on their own rights. jayarumah      ( Date: 03-Jun-2016 10:41) Posted: It is a buy at this price. PCRD holds stakes in HKT and PCCW, both are Cash Cows Richard Li holds most in PCRD if PCRD gets dividends from HKT and PCCW: 1. If they dont buy back shares, then the $ will be used to give PCRD dividends 2. If dividends are used to exchange for PCCW shares, NTA of PCRD goes up Logically, it is a buy for this Share. Li Kashing Hutchison got screwd by ex colonial masters in UK, hope Li dont screw us here the Asian sibling. Be nice to the nice please.
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jayarumah Master	03-Jun-2016 10:41        jayarumah About Contact  Quote this Post!
x 0   x 1  Alert Admin	It is a buy at this price. PCRD holds stakes in HKT and PCCW, both are Cash Cows Richard Li holds most in PCRD if PCRD gets dividends from HKT and PCCW: 1. If they dont buy back shares, then the $ will be used to give PCRD dividends 2. If dividends are used to exchange for PCCW shares, NTA of PCRD goes up Logically, it is a buy for this Share. Li Kashing Hutchison got screwd by ex colonial masters in UK, hope Li dont screw us here the Asian sibling. Be nice to the nice please.
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