Industry Trend Analysis - Blocking Of Vodafone-Sky Merger Acknowledges Importance Of Convergence - 06 MAR 2017
Corporate Financing week March 2017 / New Zealand / Industry
The regulator's decision to block the Vodafone-Sky merger comes as a surprise to industry players, marking the first time a regulator has taken converged services into consideration with regards to...
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...
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...
Company Trend Analysis - Investment Would Unlock Convergence Capabilities - 25 JULY 2016
Corporate Financing week July 2016 / Montenegro / Companies
A closer relationship between m:tel and Elektroprivreda (EPCG) would be mutually beneficial, enabling both companies to develop broader and more diverse connected service strategies. It would also insulate them from increased operational risks arising from greater exposure to European regulatory oversight.
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Company Trend Analysis - Prabu Money To Augment Telenor's Asia MFS Competencies - 30 MAY 2016
Corporate Financing week May 2016 / Malaysia / Companies
The acquisition of Prabhu Money Transfer fits with Telenor's strategy of buying licensed financial services institutions in key regional markets. Regulatory and consumer code compliance competencie...
Industry Trend Analysis - 3/Wind To Have Same Outcome As 3/O2 - 23 MAY 2016
Corporate Financing week May 2016 / Italy / Companies
We retain our view that the EC will make the same decision concerning the merger between 3 and Wind in Italy as it has done with 3/O2 in the UK. There are many similarities between the two deals...
Company Trend Analysis - Apple's Didi Investment Motivated By Multiple Issues - 23 MAY 2016
Corporate Financing week May 2016 / China / Companies
Apple's investment in Didi Chuxing will have been motivated as much by the need to soothe its troubled relations with investors and the Chinese government than a desire to lay the foundations to...
Company Trend Analysis - Convergence Must Drive Fourth Player - 28 MAR 2016
Corporate Financing week March 2016 / Spain / Industry
Zegona and MasM?vil are competing to become Spain's fourth major operator. A fourth player must be a converged player to be relevant against the three national actors, and BMI believes that consoli...
Industry Trend Analysis - Regional, Not Domestic, Demand Governs Apple Investment - 28 MAR 2016
Corporate Financing week March 2016 / Vietnam / Industry
Apple's plan to invest into Vietnam plays into our view of the country becoming an increasingly attractive regional destination for investments in IT and consumer electronics (CE). This will be the...
Company Trend Analysis - Softbank Split As Much Domestic As International - 14 MAR 2016
Corporate Financing week March 2016 / Japan / Industry
Softbank splitting into two subsidiaries is as much domestic as it is international. The company is struggling across the board, and needs to generate cash to finance further investments and drive...