Disney-Fox Deal: 14-23% Merger Arbitrage Return Potential for FOXA
More valuation details regarding The Walt Disney Co (DIS US) and Twenty First Century Fox A (FOXA US) deal are coming out. For-sale assets from...
503 Views
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...
207 Views
Potential Implications for Seven and Nine if Ten Catches The Eye of CBS
In the ongoing soap opera that is the sale of Ten Network Holdings Ltd (TEN AU), we do not underestimate the determination of Bruce Gordon and...
146 Views
China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
1.8k Views
Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
1.2k Views