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...
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National Treasure: Sri Rejeki Isman or Sritex
Expansion to new countries One of the few Indonesian corporates that have world-class reputation in its field Export-oriented company that boasts...
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Is the US$66 Billion Disney/Fox Deal Too Heavily Valued on Aging Legacy Content?
Content may be kind, but the platform is the kingdom. Large-cap entertainment stocks are still trading at levels based on their solid past nor...
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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...
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Sunac China: In Consolidation Mode (?)
Sunac China Holdings (“the company” or ”Sunac”) is a mid-sized Chinese property developer of high-end residential and commercial properties. Its...
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