Company Trend Analysis - Altice Requires Rationality, Especially In France - 18 DEC 2017
Corporate Financing week December 2017 / Europe / Companies
Altice will regain the confidence of the market only if it can produce a turnaround in France, its core market. This means focusing on its current assets, and not more M&A, and prioritisi...
Industry Trend Analysis - Chinese Investment A Wake-Up Call For Complacent Duopolists - 18 DEC 2017
Corporate Financing week December 2017 / Philippines / Companies
Chinese investment in the Philippines' telecommunications market would deliver much-needed technical expertise, meaningful competition, improve service quality and lower market prices. The government and regulator must follow through on its aim and prevent a repeat of market power abuse from the existing two telcos that could derail entry of the new operator.
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Company Trend Analysis - Vivo Most Likely Buyer Of Sky Brazil - 02 OCT 2017
Corporate Financing week September 2017 / Brazil / Companies
Should the Brazilian authorities block the deal between AT&T and Time Warner on competition grounds, AT&T's best option would be to sell Sky Brazil. Vivo would be the most...
Industry Trend Analysis - Consumer Choice To Benefit From Digi-Invitel Acquisition - 21 AUG 2017
Corporate Financing week August 2017 / Hungary / Companies
Digi's acquisition of Invitel creates a much-needed strong third national converged services provider and the expansion will boost consumer choice as well as the digital economy. The deal also...
Company Trend Analysis - CYTA Sale The Catalyst For Consolidation End-Game - 21 NOV 2016
Corporate Financing week November 2016 / Greece / Companies
The sale of CYTA will provide the catalyst needed to complete the process of consolidation in the fragmented Greek wireline market. We expect Vodafone to prevail, positioning itself as the most...
Company Trend Analysis - DISH TV-Videocon D2h A Defensive Move At Best - 21 NOV 2016
Corporate Financing week November 2016 / India / Companies
The merger of DISH TV and Videocon D2h is a defensive move, designed to buy the satellite TV operators scale and time to fend off competition from the growing digital cable TV market. The pre-empti...
Company Trend Analysis - Earthlink Buys Windstream Time, Scale In New Consolidation Race - 21 NOV 2016
Corporate Financing week November 2016 / United States / Companies
Windstream sees an opportunity to expand its increasingly lucrative enterprise business in buying Earthlink. The latter's focus on rural areas where broadband connectivity - in any form - is rare...
Industry Trend Analysis - Singtel To Deepen Presence In Growth Markets - 29 AUG 2016
Corporate Financing week August 2016 / Singapore / Companies
Singtel has moved to consolidate its holdings in its Indian and Thai subsidiaries by raising its stakes in Bharti Airtel from 32.9% to 36.2% and AIS from 23.3% to 31.8%. While this does not constit...
Industry Trend Analysis - Broadband Behind Cable Consolidation - 29 AUG 2016
Corporate Financing week August 2016 / United States / Companies
Rising demand for video or other bandwidth-heavy services has made cable broadband an attractive option for consumers and made the cable market increasingly attractive to new investors. Scale is...
Industry Trend Analysis - MagtiCom To Drive Rural Broadband Expansion - 25 JULY 2016
Corporate Financing week July 2016 / Georgia / Companies
Acquiring Caucasus Online would provide MagtiCom with the foundations for the nationwide expansion of its quad-play service. As the company would be the player best placed to deliver high-speed...