Seven West Media (SWM AU): Scheme Vote on 22 December
The scheme vote is low risk as large SWM shareholders are supportive. Shares are trading through terms likely due to speculation of a competing...
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Global Strategy: Carnage Continuation Amid Turkey Turmoil and US Dollar Breakout
Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective. ...
601 Views
Disney-Fox Deal Highlights Value of Sky's Subscribers, if They Are Retained Somehow
Sky Network Television Ltd (SKT NZ) maintains "now is not the time for a massive conversion of our core business." However, we believe the no-moat...
306 Views
Sky Network Television Bets Future as a Telecom-Media Amalgam
We recommend that Sky shareholders vote in favour of the proposed Vodafone New Zealand acquisition. We see the combined entity as having a more...
344 Views
Vodafone's NZ Tie-Up with SKY May Indicate a Willingness to Deal in Australia as Well.
In their report Sky Network Television Rings Up Vodafone in a Bid to Reinvent Itself as a Convergent Telecom Player, Morningstar looked at the...
345 Views