Hutchison Holding (2CK.F) – market cap. as of 23/09/2016: HKD387bn VimpelCom Ltd (VIP) – market cap. as of 23/09/2016: $6.17bn Iliad S.A. (ILD) – market cap. as of 23/09/2016: €10.9bn Introduction On August 6, 2015 CK Hutchison Holdings Ltd. and VimpelCom Ltd. agreed to combine their Italian subsidiaries, 3 Italia Read more…
IPhone 6 officially hit Apple Stores this weekend in 9 key markets; it was very welcomed with 4 million preorders (double those of iPhone 5) and tremendously long lines of fans: outside Apple flagship store of 5th Avenue people flocked in a line 12 blocks long. The new model of Read more…
Internet domains are an important alternative asset class in the web industry: lots of companies and investors use them for speculative reasons (a good domain name could be sold for million) or in order to avoid domain “hijacking” from competitors (although the trademark legislation covers also domain names). The valuation Read more…
Since the last time we covered Apple in late November, the situation has changed dramatically, with new factors affecting our recommendation on the stock. Among others, we think that the recent appointment of a new CFO may be significantly relevant. Indeed, according to some analysts cited by the Wall Street Read more…
Facebook Market Cap (as of 21/02/2014): USD174.89bn Facebook, Inc. the listed US based company headquartered in Menlo Park, California, has signed a definitive agreement on Wednesday, the 19th of February to acquire the venture-backed WhatsApp Inc for USD16bn plus USD3bn in restricted stock units (RSU from now on). The deal Read more…
Vivendi Market Cap (as of 29/11/13): €25bn On Tuesday, November 26, French media and telecom conglomerate Vivendi announced that its supervisory board approved a plan to spin off its mobile telephone division SFR as a standalone company to be listed on the French stock exchange. Shares in the new entity Read more…
Oi Market Cap (as of 04/10/13): $2.78bn Portugal Telecom Market Cap (as of 04/10/13): $4.02bn On Wednesday, October 2nd, Oi of Brazil and Portugal Telecom (PT henceforth) agreed to merge after three years of alliance, forming a telecommunication heavyweight which will bring together 100mln customers across the Portuguese-speaking world. The Read more…
Verizon Communications (Market Capitalization as of 27/05/13: $134.5bn) Vodafone (Market Capitalization as of 27/05/13: $169.2bn) In this follow up on our May 25th article(https://bsic.it/2013/05/25/vodafone-to-do-or-not-to-do-that-is-not-the-only-problem/) we analyze this year’s biggest M&A deal yet, the sale of Vodafone of its 45% stake in Verizon Wireless (henceforth VW) to Verizon Communications for Read more…
Yahoo! (Market Capitalization as of 25/05/13: $28.5bn) Tumblr (Market Capitalization: N/A) On May 20th, Yahoo! continued its aggressive strategy since Marissa Mayer took over as CEO by announcing the takeover of New York-based blogging platform Tumblr for $1.1bn, all in cash. Tumblr was founded in 2007 and has more Read more…