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. ...
495 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...
158 Views
Sky Network Television Bets Future as a Telecom-Media Amalgam
We recommend that Sky shareholders vote in favour of the proposed Vodafone New Zealand acquisition. We see the combined entity as having a more...
250 Views
Vodafone's NZ Tie-Up with SKY May Indicate a Willingness to Deal in Australia as Well.
In their report Sky Network Television Rings Up Vodafone in a Bid to Reinvent Itself as a Convergent Telecom Player, Morningstar looked at the...
239 Views
Sky Network Television Rings Up Vodafone in a Bid to Reinvent Itself as a Convergent Telecom Player
Sky Network Television’s proposed acquisition of Vodafone New Zealand is an admission that structural pressures on its pay-TV model are too great...
226 Views