Sprint (S US) - Bloomberg Claims Deal Close, Democrats Move to Impede Deal With T-Mobile
According to Bloomberg, Sprint Corp (S US) and T Mobile US (TMUS US). are putting the finishing touches on a merger that’s likely to be announced...
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SoftBank (9984): Nears Deal for Uber Stake
Softbank (9984 JP) is such a huge investment vehicle now, that even the sums involved in its purported investment in Uber don’t actually amount to...
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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...
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Upgrade to Softbank Target Price Driven by Alibaba. Holdco Discount Looks Extreme
We have raised our target price for Softbank (9984 JP) from ¥13,200 to ¥15,500 on a higher valuation for Alibaba (BABA US) tempered modestly by...
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Japan Telco Review: On Track to Meet 2017/18 Guidance. Rising Shareholder Returns a Key Attraction.
Financial results for 1Q17 (for YE March 18) were largely in-line although mobile service revenue was flat and Ebitda down 3% as the sector lapped...
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