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...
474 Views
TIM Brasil in Early-Stage Talks to Divest Fixed Line Business
Telecom Italia-owned TIM Brasil is in preliminary discussions to sell its fiber networks and corporate business to a global private equity firm, a...
335 Views