Sky Network Television Bets Future as a Telecom-Media Amalgam
We recommend that Sky shareholders vote in favour of the proposed Vodafone New Zealand acquisition. We see the combined entity as having a more...
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Vodafone's NZ Tie-Up with SKY May Indicate a Willingness to Deal in Australia as Well.
In their report Sky Network Television Rings Up Vodafone in a Bid to Reinvent Itself as a Convergent Telecom Player, Morningstar looked at the...
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Sky Network Television Rings Up Vodafone in a Bid to Reinvent Itself as a Convergent Telecom Player
Sky Network Television’s proposed acquisition of Vodafone New Zealand is an admission that structural pressures on its pay-TV model are too great...
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Indian Telcos: Optimistic Outlook as IDEA Reduces Price Competition
We recently met telecom operators in India and came away with a relatively optimistic outlook. Our top pick remains Bharti Airtel (Bharti) but we...
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EU Competition Commission Rejects 3's Acquisition of O2; Telefonica's Shares Undervalued
On May 11, Margrethe Vestager, the EU competition commissioner, rejected CK Hutchison's 3 UK's proposedacquisition of Telefonica's U.K. division O2...
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