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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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...
419 Views
Telecom Italia Fights Enel at the European Commission
Former Italian incumbent, Telecom Italia, filed a market abuse complaint with the European Commission in July against e-distribuzione, formerly...
491 Views
CK Hutchison. More Luck with Consolidation Plans in Italy?
After the disappointment of a failed merger in the UK, CK Hutchison and VimpelCom's Wind subsidiary have been desperate to get a deal approved to...
426 Views
Post Brexit Fallout Continues: Looking for Opportunities in European Telcos?
Five days after the surprise Brexit vote, much remains to be clarified in terms of future direction. If anything, the various political moves in...
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