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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
Depends on which markets.
HK = China China = HK
Cant say much. Just watch.
alexchew ( Date: 12-Nov-2018 16:12) Posted:
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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
justinetan ( Date: 12-Nov-2018 15:21) Posted:
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Today should be announcing Q3 earnings
PCCW gradually moving into China markets.
HengQin new district.
Not sure will it be part of Macau soon ?
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.
shk363 ( Date: 02-Nov-2018 18:40) Posted:
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will try enter on monday
Unusual Trading detected.
Very suspicous.
Are they going to do a Wheelock or a SC Global ?
OFFER ?
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.
huathuat88888 ( Date: 29-Oct-2018 16:49) Posted:
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PCCW is going to benefit from HK massive land reclamation projects.
Population will shoot up especially from muddle class mainlamders.
Population will shoot up especially from muddle class mainlamders.
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 ?
huathuat88888 ( Date: 27-Oct-2018 13:15) Posted:
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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.
huathuat88888 ( Date: 27-Oct-2018 13:15) Posted:
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I do appreciate your strategic Blue Ocean analysis of various possibilities.
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.
huathuat88888 ( Date: 27-Oct-2018 13:22) Posted:
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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.
huathuat88888 ( Date: 27-Oct-2018 13:15) Posted:
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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
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
Undoubtedly a potential multibagger stock if corporate actions are executed by the majority shareholder, Pacific Century Group.
HK Telco No. 1 Bargain Price to NAV.
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.
ANYTHING BELOW 50 CTS JUST ADD IF YOU HAVE BUYING POWER.
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.