Share/exchange your view here, please. Thank you! by Iris Luk https://padlet.com/iris_luk/hkt060818 Reflections on HKT Results Announcements en-us 2018-08-02 09:17:59 UTC 2025-03-13 03:02:12 UTC hello@padlet.com test https://padlet.com/iris_luk/hkt060818/wish/272063300 2018-08-06 10:34:37 UTC https://padlet.com/iris_luk/hkt060818/wish/272063300 https://padlet.com/iris_luk/hkt060818/wish/272063498 HKT has used its synergies from CSL integration. It’s 
performance is expected to drop in all fronts...]]> 2018-08-06 10:38:24 UTC https://padlet.com/iris_luk/hkt060818/wish/272063498 https://padlet.com/iris_luk/hkt060818/wish/272063968 Mobile revenue increased 31% but actually only 1% growth on services & 99% growth in product sales, which is low margin!]]> 2018-08-06 10:49:19 UTC https://padlet.com/iris_luk/hkt060818/wish/272063968 EBITDA margin drops from 36% to 33% https://padlet.com/iris_luk/hkt060818/wish/272064537 Probably due to our effective quad play strategy eating their significant margin in mobile.

]]> 2018-08-06 11:03:47 UTC https://padlet.com/iris_luk/hkt060818/wish/272064537 they mentioned decline in roaming business! https://padlet.com/iris_luk/hkt060818/wish/272064635 2018-08-06 11:06:12 UTC https://padlet.com/iris_luk/hkt060818/wish/272064635 fixed line business dropped pconsecutively for 5 years https://padlet.com/iris_luk/hkt060818/wish/272064691 2018-08-06 11:07:25 UTC https://padlet.com/iris_luk/hkt060818/wish/272064691 Anything pops up for us? https://padlet.com/iris_luk/hkt060818/wish/272064938 2018-08-06 11:13:22 UTC https://padlet.com/iris_luk/hkt060818/wish/272064938 Alex Arena spent considerable time explaining A.I. new business initiatives. It meant that their conventional business is under attack. The new business initiatives take time to grow and in short term they will not help the figures of HKT. However, it worth noting A.I. will be one of major technologies in enabling new business applications. https://padlet.com/iris_luk/hkt060818/wish/272064975 2018-08-06 11:14:15 UTC https://padlet.com/iris_luk/hkt060818/wish/272064975 Which clients are using Iris? https://padlet.com/iris_luk/hkt060818/wish/272065015 2018-08-06 11:14:52 UTC https://padlet.com/iris_luk/hkt060818/wish/272065015 i wonder what is the arpu of the 438k club sim customers. https://padlet.com/iris_luk/hkt060818/wish/272065414 2018-08-06 11:21:23 UTC https://padlet.com/iris_luk/hkt060818/wish/272065414 On branching out https://padlet.com/iris_luk/hkt060818/wish/272065727 HKT is now a travel agency with Club SIM, then Virtual bank license with Tap & Go. What's next?]]> 2018-08-06 11:27:16 UTC https://padlet.com/iris_luk/hkt060818/wish/272065727 Virtual Bank https://padlet.com/iris_luk/hkt060818/wish/272065835 HKT has 50 people working on it. This is another hot area for IT SI, cloud and telecom services. HKBN should be ready for it. Low hanging fruit for us is public cloud hosting via ICG]]> 2018-08-06 11:29:41 UTC https://padlet.com/iris_luk/hkt060818/wish/272065835 The Club aims for retention https://padlet.com/iris_luk/hkt060818/wish/272066828 2018-08-06 11:46:26 UTC https://padlet.com/iris_luk/hkt060818/wish/272066828 HKT does not disclose ARPU of Mobile and Home Broadband, it seems their ARPU dropped a lot https://padlet.com/iris_luk/hkt060818/wish/272066847 2018-08-06 11:46:53 UTC https://padlet.com/iris_luk/hkt060818/wish/272066847 https://padlet.com/iris_luk/hkt060818/wish/272066851 HKT bu]]> 2018-08-06 11:47:01 UTC https://padlet.com/iris_luk/hkt060818/wish/272066851 New business https://padlet.com/iris_luk/hkt060818/wish/272066932 2018-08-06 11:47:55 UTC https://padlet.com/iris_luk/hkt060818/wish/272066932 https://padlet.com/iris_luk/hkt060818/wish/272067025 AA spent quite a bit of time on The Club and how it is beneficial to their customers.... maybe we should ]]> 2018-08-06 11:49:48 UTC https://padlet.com/iris_luk/hkt060818/wish/272067025 mobile ARPU drops https://padlet.com/iris_luk/hkt060818/wish/272072577 mention virtual bank and want to divert investor attention from their major business dropping.]]> 2018-08-06 12:59:21 UTC https://padlet.com/iris_luk/hkt060818/wish/272072577