CK Hutchison Doubling Down in Italy as VEON Exits at a Good Valuation
VEON (VEON US) announced a group restructuring that involved selling its 50% holding in Wind Tre (Wind) in Italy to CK Hutchison Holdings (1...
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VEON, Refinancing a Further Catalyst to a Rising Share Price
We see VEON (VEON US) as a major beneficiary of easing competition in Russian telecoms. But it is more than that with a number of catalysts...
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Vimpelcom. Compelling GEM Telco Play. Improvements in Russia and Italy Lead to Reinstated Dividend.
Vimpelcom (VIP US)Â is one of our strongest conviction buy calls in the GEM space. We see 39% upside to the share price with a price target of...
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Details Emerge on Wind/3 Italia EC Settlement
The European Commission will approve the proposed joint venture between Italy’s third and fourth largest mobile players, Wind and 3 Italia, after...
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Hutchison 1H16 Mixed Results. Strong Cost Management
We do not follow the HK listing but do look at CK Hutchison (1 HK) in Europe as part of the competitive landscape. For a broader look at the recent...
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