O2 UK / Telefonica (TEF SM) / Liberty (LBTYA): Can You Create Value from Assets that Nobody Wants?
Telefonica SA (TEF SM) and Liberty Global Plc A (LBTYA US) are in talks to merge their UK operations. We do not know what will happen to the...
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Vodafone (VOD LN): If You Look at Vodafone a Bit Differently, It Is a Solid Long-Term Play.
I build my investment case on Vodafone’s dividend-paying power. I show that it is the most crucial factor in driving Vodafone’s equity value. I...
338 Views
StubWorld: CK Hutchison Recovering. More To Come
This week in StubWorld ... CK Hutchison Holdings (1 HK) is back to levels last seen before political disruptions began in Hong Kong. CKH looks...
621 Views
Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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Global Equity Strategy: Stay on the Defensive
Deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and the downward trajectory of bond yields leads us to remain...
477 Views