CK Hutchison's European Deals Hang in the Balance
The increase in news stories this week may imply that Ck Hutchison Holdings Ltd (Hutch)'s proposed UK telecoms merger with O2 is close to an...
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Internet of Things as an Investment Theme
Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot...
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Telecom Italia Board Reshuffle Accelerates Pending Deals
The resignation of Telecom Italia CEO Marco Patuano is expected to speed up a number of deals that have been dragging on for a long time, an...
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Container Shipping Industry Last Few Weeks Factoring in Doomsday
My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it...
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EU Regulatory Changes Make Telecom M&A More Difficult
Herfindahl index may provide clues to which deals are approved; regardless of outcomes, we prefer Telefonica. While the EU regulator's non-approval...
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