TVB - Back to the Beginning
Barring a last-minute approval from Hong Kong's Communications Authority ("CA") on the 2015 & 2016 applications, or that the CA's assessment...
271 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...
218 Views
TVB - Normal Programming Will Resume Shortly
Television Broadcasts Ltd (511 HK) is currently priced without regard to the buyback Offer proceeding. Indeed, I cannot conceive a scenario from...
300 Views
Last Week in Event SPACE – Asatsu, TVB, SK Telecom, Propertylink
This week, Bain’s offer for Asatsu DK Inc (9747 JP) doesn’t ad up for WPP PLC (WPP LN); Television Broadcasts Ltd (511 HK)'s gets the judicial nod...
246 Views
Bain's Bid for ADK: Silchester and WPP Both Say "Undervalued" But Not Clear Why
On October 2nd, Asatsu Dk Inc (9747 JP) (hereafter "ADK") announced it had decided to terminate its 19-year Alliance with WPP PLC (WPP LN) and had...
380 Views