Sell Disney; Underweight TV Broadcasters
Internet TV is the most important theme driving Walt Disney’s share price and those of other TV networks We have increased the weighting of this...
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TVB - Normal Programming Will Resume Shortly
Television Broadcasts Ltd (511 HK) is currently priced without regard to the buyback Offer proceeding. Indeed, I cannot conceive a scenario from...
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Last Week in Event SPACE – Asatsu, TVB, SK Telecom, Propertylink
This week, Bain’s offer for Asatsu DK Inc (9747 JP) doesn’t ad up for WPP PLC (WPP LN); Television Broadcasts Ltd (511 HK)'s gets the judicial nod...
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Bain's Bid for ADK: Silchester and WPP Both Say "Undervalued" But Not Clear Why
On October 2nd, Asatsu Dk Inc (9747 JP) (hereafter "ADK") announced it had decided to terminate its 19-year Alliance with WPP PLC (WPP LN) and had...
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TVB – Substance and Reality
The High Court handed down its judgment on the judicial review this morning and granted leave to Television Broadcasts Ltd (511 HK).In summary: i)...
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