Vimpelcom. Compelling GEM Telco Play. Improvements in Russia and Italy Lead to Reinstated Dividend.
Vimpelcom (VIP US) 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...
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5G: Will Enhanced TD-LTE Become a Stepping Stone to 5G?
5G considerations have moved to centre stage for operators, vendors, policy makers and regulators globally in recent months as technology roadmaps...
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What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
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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...
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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...
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