Connecting the wires: CommScope acquires ARRIS

CommScope (NASDAQ: COMM) – market cap as of 16/11/2018: $3.55bn ARRIS International Plc (NASDAQ: ARRS) – market cap as of 16/11/2018: $5.32bn Introduction On November 8, 2018 CommScope, global leader in infrastructure solutions for communications networks, announced the acquisition of modems and set-top boxes maker, ARRIS International Plc. for $7.4 billion in an all-cash transaction […]

T-Mobile raises $2bn to increase its footprint in the 4G market

T-Mobile US, Inc. Market Cap (as of 23/11/13): $19.2bn T-Mobile US, Deutsche Telecom majority-owned mobile operator is raising $2bn in an effort to increase its footprint in the 4G LTE market. T-Mobile is the fourth mobile operator in the US with 45M customers ranking after Verizon Wireless, AT&T Mobility and Sprint Nextel. On November 14, […]

Italian politics complicate the latest stage of a Telecom M&A Revival

Telefonica (Market Capitalization as of 27/09: €52.5bn) Telecom Italia (Market Capitalization as of 27/09: €10.6bn)   Recent news regarding Telefonica’s interest in Telecom Italia (“TI”) came to no surprise. The deal fits into the recent revival of dealmaking within the TMT sector and culminates months of speculation surrounding Telecom Italia. M&A Revamp in Telecommunications If […]

Follow up: Vodafone pockets $130bn from sale of Verizon Wireless Stake

  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(http://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 $130bn. The blockbuster deal […]

Vodafone: To do or not to do? That is not the only problem

AT&T Inc. (Market Capitalization as of 24/05/2013: $197.6bn) Verizon Communications Inc. (Market Capitalization as of 24/05/2013: $147.0bn) Vodafone Group PLC (Market Capitalization as of 24/05/2013: $144.7bn)   Vodafone: M&A since 1985 The strong winds of market activity in the US telecom landscape have recently reignited a dormant flame in the relationship between Vodafone and Verizon […]

Dish raises the stakes for Sprint: is a bidding war coming soon?

Dish Network Market Cap (as of 19/04/13): $17.68bn Sprint Nextel Corporation Market Cap (as of 19/04/13): $21.61bn Softbank Market Cap (as of 19/04/13): $52.37bn Deal size: $25.5bn ($17.3bn cash and $8.2bn stock) On Monday the 15th of April the US satellite television operator Dish Network has come forward with an unsolicited $25.5bn cash and stock […]

Long term investment: long Apple

Long term investment: long Apple Today Apple reached a new 52 weeks low at 431.88 in a historical fall, losing from September highs nearly 39% of its market value. Moreover it closed red 8 of the last 10 trading days. We believe this is a great opportunity to buy one of the greatest companies of […]

Comcast to acquire remaining stake in NBCUniversal Media

Comcast market cap (as of 22/02/13) : $105.3bn NBCUniversal Media market cap (as of 22/02/13) : N/A On the 12th of February Comcast Corporation announced the acquisition of General Electric’s remaining 49% common equity stake in NBCUniversal for a valuation of approximately $16.7bn. Comcast, a global media and technology company, operates in two primary businesses: […]

Liberty Global-Virgin Media: smart use of cheap debt… or not?

Liberty Global mkt cap (as of 15/02/13) : $16.6 bn Virgin Media mkt cap (as of 15/02/13) : $12.15 bn On the 6th of February Liberty Global officially announced a $23.3 bn bid for the takeover of Virgin Media in a mixed cash and stock offer valuing the company at $47.87 per share, a 24% […]