Vivendi (VIV FP Equity): All About UMG. Bet on Vincent Bollore to Create Maximum Value by 17/02/22
Vivendi SA (VIV FP) just posted another strong set of 3Q results which highlight the attractiveness of UMG, the company's crown jewel. UMG saw YoY...
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Sunny Optic (2382): Expensive and Future Still to Be Decided
Trade talks between the US and China have reached the first conclusion but the difficult part is yet to happen; on IP and technology transfer; two...
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Samsung: Earnings Guidance Points to Better than Expected Growth in Smartphone Sales
The South Korean tech giant Samsung Electronics on Tuesday (8th October 2019) announced its guidance for 3Q2019. The company expects revenues to...
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Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
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Telecom Review (October 2019): IPhone 11 Delays and Apple Arcade
In this review, we discuss Apple's most important product and service launch (and plans) in Thailand for the year 2019. Hampered by device...
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