Zegona Communications: From Turnaround to Capital Return Vehicle with M&A Optionality
Zegona has transitioned from turnaround to capital return, unlocking €1.8bn, reducing leverage, and remaining a live M&A target—offering 20–50%...
351 Views
Primer: Vodafone (VOD LN) - Sep 2025
Vodafone is a global telecommunications company at a strategic crossroads, divesting non-core assets to focus on key European and African...
89 Views
Zegona Communications: M&A Optionality and Strategic Re-Rating
Zegona is a Vodafone Spain turnaround play with M&A tailwinds. TelefĂłnica interest could trigger a bid; otherwise, fibre JV cash flow supports re...
499 Views
Tech Supply Chain Tracker (06-Mar-2025): TSMC's US expansion challenges Trump's labor tactics -DIGITIMES
TSMC's US expansion challenges Trump's labor strategy, Tesla advances AI in electric vehicles and robots, European telecoms focus on AI and discuss...
327 Views
Bharti Hexacom IPO Lockup - US$1.2bn Lockup Expiry, Will Have to Sell for Free-Float
Government of India raised around US$513m via selling some of its stake in Bharti Hexacom’s IPO in Apr 2024. Its IPO lockup is set to expire soon.
484 Views