U.S. Equity Update: Internals Deteriorating, Banks & Semis Have Broken Down.
This market is still fighting an uphill battle following the S&P 500's breakdown below its 200-day moving average - a level that is now acting...
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California PUC Releases Scoping Memo on Sprint/T-Mobile Merger
The California Public Utilities Commission has projected a final vote next June on T-Mobile’s proposed $26.5 billion acquisition of Sprint...
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Sprint/T-Mobile Merger Might Complicate Millimeter Wave Auctions
As T-Mobile and Sprint seek regulatory approval for their pending merger, which may require significant divestments if approved by regulators, it...
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SoftBank (9984 JP) - A Valuation Framework And Preparation for the Domestic Telco IPO in December
In the spirit of October and Halloween, looking at a sum-of-the-parts for Softbank Group (9984 JP) is kind of like piecing together Frankenstein -...
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Asian Telecom 2Q18 Tower Trends
The major event in the Asian tower space recently was the IPO of China Tower (788 HK). We have written on China Tower recently see it as an...
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