Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Insight Provider

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<ul><li><a href="https://www.smartkarma.com/entities/21076" target="_blank" data-smartkarma-citation="entities:21076:1">Vivendi SA (VIV FP)</a> is the French conglomerate led by billionaire Vincent Bollore</li><li>Bollore has been invested in Vivendi since 2012 and is currently Chairman of the Board</li><li>Company crown jewel, Universal Music Group (UMG), is set for IPO soon</li><li>UMG is the best way to gain exposure to the growth of streaming music</li><li>UMG could realistically be worth 88-112% of Vivendi market cap</li><li>Risk/Reward highly attractive</li><li>Fair Value: bear case 22.4 EUR (5% upside), base case 30.8 EUR (44% upside), and bull case 35.62 EUR (66% upside).</li></ul>

Vivendi SA (VIV FP) is the French conglomerate led by billionaire Vincent BolloreBollore has been invested in Vivendi since 2012 and is currently Chairman of the BoardCompany crown jewel, Universal Music Group (UMG), is set for IPO soonUMG is the best way to gain exposure to the growth of streaming musicUMG could realistically be worth 88-112% of Vivendi market capRisk/Reward highly attractiveFair Value: bear case 22.4 EUR (5% upside), base case 30.8 EUR (44% upside), and bull case 35.62 EUR (66% upside).

Vivendi: Coming IPO of Universal Music Group (UMG) Gives Best Exposure to Growth in Streaming Music

M&A Reporting, CTFN

Jonathan Spitzer

M&A Reporting

CTFN

Bringing the marketplace leading coverage of mergers, events, and major corporate actions, CTFN has a team of seasoned reporters from Los Angeles to London, publishing news that advances stories that matter to event-driven investors and deal professionals.

Event-Driven

French media conglomerate Vivendi is currently entangled in a bitter legal dispute with Italian broadcasting giant Gruppo Mediaset, which is controlled by former prime minister Silvio Berlusconi.  However, a lawyer familiar with the situation told CTFN that the lawsuit filed by Mediaset against the Paris-based peer was a strategy to force Vivendi to negotiate a new deal with terms favorable to both parties.

French media conglomerate Vivendi is currently entangled in a bitter legal dispute with Italian broadcasting giant Gruppo Mediaset, which is controlled by former prime minister Silvio Berlusconi.  However, a lawyer familiar with the situation told CTFN that the lawsuit filed by Mediaset against the Paris-based peer was a strategy to force Vivendi to negotiate a new deal with terms favorable to both parties. 

Mediaset-Vivendi Deal Expected to Proceed Despite Legal Dispute

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

Thematic (Sector/Industry)

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged period of uncertainty. It has also become clear that it will take months to gauge the impact that this prolonged period of uncertainty will have on both the Eurozone and global economy.

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged period of uncertainty. It has also become clear that it will take months to gauge the impact that this prolonged period of uncertainty will have on both the Eurozone and global economy.

What Investors Should Be Asking About A Brexit

Italy

MFE-MediaForEurope N.V. is a holding company. The Company, through its subsidiaries, operates television broadcasting, television production, signal broadcasting management, and music production businesses, as well as television stations. MFE-MediaForEurope serves customers in Europe.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

MFE-Media for Europe NV (MFEB IM)

Vivendi: Coming IPO of Universal Music Group (UMG) Gives Best Exposure to Growth in Streaming Music

Vivendi SA (VIV FP) is the French conglomerate led by billionaire Vincent Bollore Bollore has been invested in Vivendi since 2012 and is...

Nicolas Van Broekhoven

Mediaset-Vivendi Deal Expected to Proceed Despite Legal Dispute

French media conglomerate Vivendi is currently entangled in a bitter legal dispute with Italian broadcasting giant Gruppo Mediaset, which is...

CTFN

What Investors Should Be Asking About A Brexit

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged...

David Riedel

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)