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still no dividend? time to de-list this bugger
They used it to exchange fo PCCW shares...
Means PCRD holding more and more PCCW shares...
Meaning NAV increases ....more n more valuable...
We hold a few lot. Tycoon Rich ard Li hold millions lots....
Means PCRD holding more and more PCCW shares...
Meaning NAV increases ....more n more valuable...
We hold a few lot. Tycoon Rich ard Li hold millions lots....
commando ( Date: 16-Jan-2017 13:08) Posted:
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But always no div leh
Good Buy there. PCCW results is expected to be SOLID.
I think PCCW will surely do a M & A in the near future. That is the only way to expand.
I dont think RL wants to get out of PCCW, after it had braved the storms many years ago and come so strong.
Thus if he doesnt want to let go PCCW, means he will make it bigger. And the only way for Telcos nowadays is : M & A
But if PCCW goes for M & A, I am not sure by then PCRD already privatized by him or still keep listed in Singapore for only reasons only he knows.
I think the dividends to PCRD from HKT and PCCW will be used to exchange for PCCW scrips again, instead of giving out as cash dividends. Still it only makes PCRD more valuable.
I dont think RL wants to get out of PCCW, after it had braved the storms many years ago and come so strong.
Thus if he doesnt want to let go PCCW, means he will make it bigger. And the only way for Telcos nowadays is : M & A
But if PCCW goes for M & A, I am not sure by then PCRD already privatized by him or still keep listed in Singapore for only reasons only he knows.
I think the dividends to PCRD from HKT and PCCW will be used to exchange for PCCW scrips again, instead of giving out as cash dividends. Still it only makes PCRD more valuable.
HKT full year results are indeed outstanding. Cost synergies of CSL integrating into HKT is underpinning its year-on-year earnings improvements.
It is surprising that HKT and PCCW will have completed reporting their earnings by 16 Jan. The past few years reporting schedule are on 2nd week of Feb.
It is surprising that HKT and PCCW will have completed reporting their earnings by 16 Jan. The past few years reporting schedule are on 2nd week of Feb.
HKT just released financial results. Profits increased, profit margin increased.
Based on PCRD's stake in PCCW and PCCW 's stake in HKT, PCRD is entitled to more than S$65 mil in dividends payout from HKT. (Maybe more. I only did a mental estimated calculations)
Fact is : HKT is in good hands. Profit margins increase. Stable income from HK and Macau.
Based on PCRD's stake in PCCW and PCCW 's stake in HKT, PCRD is entitled to more than S$65 mil in dividends payout from HKT. (Maybe more. I only did a mental estimated calculations)
Fact is : HKT is in good hands. Profit margins increase. Stable income from HK and Macau.
justinetan ( Date: 11-Jan-2017 21:50) Posted:
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Wah... if you are Richard Li then you won't be sitting inside IMH posting non-stop nonsensical stories from morning to late at night making "the loud noises that can be caused a empty barrel"
anthonykwong ( Date: 12-Jan-2017 09:42) Posted:
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The Most "Under Valued" Telco Stock in the region.
PCRD owning PCCW + HKT
with close relationships with:
Tencent QQ Wechat
China Unicom
Telefonica Group
And....
Hollywood : )
PCRD owning PCCW + HKT
with close relationships with:
Tencent QQ Wechat
China Unicom
Telefonica Group
And....
Hollywood : )
anthonykwong ( Date: 12-Jan-2017 09:42) Posted:
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1. I am not richard li, so i wont know when he is ready
2. But i think anything below 38.5 cents is A BUY
3. Results out soon...sooner or later they need to decide what to do with PCCW +HKT dividends allocation for PCRD
4. So i guess soon....some corp. actions by Richard Li
5. The only way to grow is M & A. Hope PCCW gets involved with TPG for the market here too. Or M & A with others in other markets.
Tencent and PCCW are walking very closely. Dont discount China Unicom ans Spain Telefonica.
2. But i think anything below 38.5 cents is A BUY
3. Results out soon...sooner or later they need to decide what to do with PCCW +HKT dividends allocation for PCRD
4. So i guess soon....some corp. actions by Richard Li
5. The only way to grow is M & A. Hope PCCW gets involved with TPG for the market here too. Or M & A with others in other markets.
Tencent and PCCW are walking very closely. Dont discount China Unicom ans Spain Telefonica.
justinetan ( Date: 11-Jan-2017 21:50) Posted:
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Anthonykwong, what is the verdict ? In your opinion, what is good entry price ?
Defying logic = bbs trying to control things
Right gordon ?
Right gordon ?
And oh...1 more thing, quite important is :
HKD has appreciated against SGD by about +10%.
1 SGD : 6 HKD
1 SGD : 5.4 HKD now
Means ?
PCRD owns more than 20% PCCW and also HKT. If i use SGD change to HKD to buy PCCW and HKT, more expensive. But if I use HKD to change to SGD to buy PCRD, U can buy and own more PCCW and HKT.
Moreover, PCRD is an investment holding company, receiving PCCW and HKT dividends as Revenue. PCCW and HKT will give PCRD dividends in HKD. When PCRD convert this HKD dividends into SGD to give out to Spore PCRD shareholders as dividends, theoritically will receive more SGD (+10% more).
HKD has appreciated against SGD by about +10%.
1 SGD : 6 HKD
1 SGD : 5.4 HKD now
Means ?
PCRD owns more than 20% PCCW and also HKT. If i use SGD change to HKD to buy PCCW and HKT, more expensive. But if I use HKD to change to SGD to buy PCRD, U can buy and own more PCCW and HKT.
Moreover, PCRD is an investment holding company, receiving PCCW and HKT dividends as Revenue. PCCW and HKT will give PCRD dividends in HKD. When PCRD convert this HKD dividends into SGD to give out to Spore PCRD shareholders as dividends, theoritically will receive more SGD (+10% more).
anthonykwong ( Date: 09-Jan-2017 20:50) Posted:
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You know everyone is talking about e commerce . The rise of e commerce. Those apps blah blah blah.
But few realize e commerce depend so much on Telcos. Without Telco, with a mobile phone, what is Alipay ? Nothing.
If Mobile Phone is the Shop, then Telco is the Landlord. Taobao is just like a trendy bakery selling buns like hot cakes. See the picture ?
I guess Li Kashing saw the big picture. Which explains why he was willing to spend billions to acquire O2. Or why AK is the No.1 or No.2 tycoon in Malaysia (all becos of Telco) or why malaysian - turned australian founder of TPG rose to the ranks of billionaire club (all becos of Telco) .
But few realize e commerce depend so much on Telcos. Without Telco, with a mobile phone, what is Alipay ? Nothing.
If Mobile Phone is the Shop, then Telco is the Landlord. Taobao is just like a trendy bakery selling buns like hot cakes. See the picture ?
I guess Li Kashing saw the big picture. Which explains why he was willing to spend billions to acquire O2. Or why AK is the No.1 or No.2 tycoon in Malaysia (all becos of Telco) or why malaysian - turned australian founder of TPG rose to the ranks of billionaire club (all becos of Telco) .
Slow and steady brew?
"Grossly Under Valued Telco" Stock
PCRD => PCCW => HK NO.1 TELCO
Pccw has been "walking very closely " with Tencent (WECHAT..QQ...) recently....
Powerful partnership
PCRD => PCCW => HK NO.1 TELCO
Pccw has been "walking very closely " with Tencent (WECHAT..QQ...) recently....
Powerful partnership
I hope PCRD dont delist ...
I also hope 4TH TELCO TPG knock knock ...knockin ' on PCCW or PCRD 's door....
Or PCCW PCRD knockin ' on TPG door ...
Markets will be exciting.... consumers win also
I also hope 4TH TELCO TPG knock knock ...knockin ' on PCCW or PCRD 's door....
Or PCCW PCRD knockin ' on TPG door ...
Markets will be exciting.... consumers win also
After GLP and UE, who's Next ?
Pacific Century ? The No.1 Telco in HK.
Pacific Century ? The No.1 Telco in HK.
I hope 4th Telco TPG telecom will rope in PCCW to penetrate Singapore telco market.
PCCW can provide very good TV and Cable content...
PCCW can provide very good TV and Cable content...
no news...
just wait for buyback to cross over 90%
JesseTyler ( Date: 19-Dec-2016 09:57) Posted:
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