Coronavirus as Secular Accelerator II: US Media/Telco Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/​10/​​​​​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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This Week in Asian Telcos: China Tower IPO the Key Event to Watch Out For
A quick tour of news flow in the Asian telco space in the past week. China: China Tower IPO, SOE reform and 5GChina Tower IPO: The massive China...
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Vertical Mergers Greenlit for US Media Companies; More Bids for Fox Acquisition?
The increasing popularity of video streaming services and diminishing demand for cable TV is causing a major shakeup in the US media industry....
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Tesla Inc. – Musk Wins the Showdown – Onwards and Upwards to Shanghai, Europe and Mars
In ANTYA’s view, the worst is behind Tesla Motors Inc (TSLA US). A barrage of criticism in the media failed to dislodge current management at the...
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