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Time Warner Cable (TWC US)
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63
Analysis
Consumer Discretionary
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United States
Time Warner Cable Inc. is a provider of video, high-speed data and voice services over broadband cable systems. The Company also provides networking and transport services, managed and outsourced information technology solutions, and cloud services.
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bullish
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Viacom Inc Class B
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05 Apr 2018 01:29
CBS-Viacom M&A: The Second Time a Charm?
CBS Corporation (CBS US) has made an opening bid to acquire Viacom Inc Class A (VIA US) while VIA counters the offer immediately. Even at share...
Johannes Salim, CFA
155 Views
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bullish
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Thematic (Sector/Industry)
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14 Mar 2017 03:49
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
Johannes Salim, CFA
822 Views
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bearish
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Thematic (Sector/Industry)
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10 Mar 2017 20:52
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
Stewart Paterson
919 Views
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bullish
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Thematic (Sector/Industry)
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10 Mar 2017 04:22
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
Johannes Salim, CFA
256 Views
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bullish
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Thematic (Sector/Industry)
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06 Mar 2017 09:44
China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
Euromonitor International Ltd.
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