Buy Idea:
PCCW (0008.HK): seems to have bottomed out. Telecom sector in HK remains competitive, but PCCW's main business lines are all showing OK growth. High div yield is a plus. Many fund managers are searching for stocks to "hide", this may be one of them. Smartone is also high yield, and has a lot of cash at hand, but small caps are too dangerous right now.
SNDA US: I think it will rebound for 10% in short term. Buy now and set a limit sell order.
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Random thoughts on the markets and anything...
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