Disney-Fox Merger to Leave Other Studios Struggling in Its Wake
December brought with it not only the release of much awaited movies such as Star Wars: The Last Jedi and the remake of Jumanji but also the news...
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Sony's Jumanji Box Office Over US$500mil Globally
According to Box Office Mojo, Jumanji: Welcome to the Jungle has had domestic box office takings of US$245mil through January 7. Given its...
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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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