Articles

PSA-GM Deal: Initial Thoughts

If finalised, a mooted deal for France's PSA Group to acquire the European Opel and Vauxhall division of General Motors Company (GM) would create the second-largest autos group in Europe by market share. Here we give our initial thoughts on the...

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Bullish Break Signals Appreciation Ahead

With the rand pushing through several key levels of resistance in recent weeks, at ZAR13.20/USD and ZAR13.00/USD, we now anticipate continued, if unsteady gains over the coming quarters.

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Revenue Diversification To Justify Vodafone's FTTH Investment

As rivals are already deploying fibre, Vodafone's FTTH initiative will not fundamentally alter Ghana's broadband competitive landscape. However, it will help the company's revenue-diversification strategy as well as dilute the threat posed by MTN's...

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Kim Jong Nam's Death To Increase Regime Stresses

The assassination of Kim Jong Nam will raise stresses within the North Korean regime, as senior officials increasingly fear for their own wellbeing. No changes to foreign policy are likely, but the growing climate of fear is likely to increase the...

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Tourism And High Incomes Driving Investment In Luxury

Bahrain is one of our favourite luxury goods markets in the Middle East, with the segment set for strong growth on the back of high household incomes and a growing reputation as a retail tourism destination. The development of modern retail spaces...

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AT&T: Doubling Down On Convergence With Time Warner

AT&T is doubling down on its convergence and content strategy with its acquisition of Time Warner (pending approval) and the launch of its streaming service DirecTV NOW. The aim is to be able to offer premium and exclusive content to its...

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Myriad Challenges Create An Uncertain Future For Teva

The acquisition of the Actavis Generics continues to have a pronounced impact on Teva Pharmaceutical Industries' financial performance. Teva has returned to be a primarily generics-led company; its generics segment sales for Q416 and the full-year...

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