Spark / Sky TV: Sky to Acquire Lightbox — Likely Positive for Spark, Less Clear for Sky
Spark / Sky TV Sky to acquire Lightbox — likely positive for Spark, less clear for Sky Sky TV (SKT) has conditionally agreed to acquire Spark’s...
1.4k Views
Sky TV: Media Too Tough for Benefit of the Doubt; Cut to UNDERPERFORM
Sky TV Media Too Tough for Benefit of the Doubt; Cut to UNDERPERFORM We doubt Sky TV’s (SKT) FY20 revenue guidance, down -3–6%, would have...
734 Views
Sky TV: FY20 Guidance – Not Afraid to Invest
Sky TV FY20 guidance – Not afraid to invest Sky TV (SKT) has guided to FY20 revenue down -3-6%, and EBITDA (like-for-like) down a substantial...
756 Views
Global Strategy: Carnage Continuation Amid Turkey Turmoil and US Dollar Breakout
Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective. ...
480 Views
Disney-Fox Deal Highlights Value of Sky's Subscribers, if They Are Retained Somehow
Sky Network Television Ltd (SKT NZ) maintains "now is not the time for a massive conversion of our core business." However, we believe the no-moat...
142 Views