Hutchison Whampoa Lt (HUWHY) 23.3350 $HUWHY
Update: Orange Enters Preliminary Talks To Sell EE Stake
Chris Katje - at Seeking Alpha - Mon Dec 01, 12:00AM CST
BT: 64.37 (+0.17), TEF: 14.81 (-0.02), ORAN: 17.52 (-0.04)
Wall Street Breakfast: Crude Continues Decline Following OPEC Decision
Wall Street Breakfast - Seeking Alpha - Fri Nov 28, 5:32AM CST
Economy Following OPEC's announcement to keep its collective output target at 30M barrels a day, crude has continued its decline. The 12-member group, which pumps 40% of the world’s oil, will convene again June 5 in Vienna. West Texas...
MAG: 38.01 (+0.33), PFE: 31.42 (-0.03), BT: 64.37 (+0.17), HSBC: 47.71 (+0.18), GOOG: 528.77 (-1.82), GTE: 3.86 (-0.06), QIHU: 61.47 (+2.58), SPY: 207.77 (+0.02), QQQ: 104.30 (+0.09), SHPG: 209.29 (+0.07), AZN: 70.44 (+0.26), TEF: 14.81 (-0.02), GOOGL: 536.93 (-1.84), ABBV: 66.21 (+1.86), RIO: 45.02 (+0.13), ORAN: 17.52 (-0.04)
Bidding war for U.K. mobile firms now possibility
Seeking Alpha - at Seeking Alpha - Fri Nov 28, 12:56AM CST
BT: 64.37 (+0.17), TEF: 14.81 (-0.02), ORAN: 17.52 (-0.04)
Monetising LTE Outlook 2018: Capitalising On the Growth of Mobile Handset Data
M2 - Thu Sep 25, 9:50AM CDT
Research and Markets (http://www.researchandmarkets.com/research/th4s96/monetising_lte) has announced the addition of the "Monetising LTE: Capitalising On the Growth of Mobile Handset Data " report to their offering. The number of 4G (LTE) handset connections worldwide will increase from 178 million in 2013 to 1.4 billion in 2018 - a growth of 670% - while mobile handset data service revenue will only grow by 64% during the same period. This presents a major challenge for operators - how to monetise LTE services. Operators are deploying a variety of strategies including price premiums, reserving LTE for premium tariffs, bundling content and broadening connectivity to a wider range of devices through multi-device tariffs. This report addresses the following topics and provides recommendations for operators: - The challenges of monetising mobile data: Analysing mobile revenue forecasts, assessing the revenue impact of LTE launches, and the impact of this on mobile ARPU. - LTE bundling strategies: Evaluating operators' value-added services and connectivity extension (that is, multi-device tariffs) bundles for LTE tariffs. - The broader market opportunity: Assessing the impact of LTE on the prepaid market, data allowance overage and the MVNO market. Companies Mentioned - AT&T - EE - Free Mobile - FreedomPop - Hutchison Whampoa - KDDI - LG Uplus - NTT DOCOMO - Orange - SFR - SK Telecom - Telef?nica - Telekom Deutschland - Telenor - TeliaSonera - Telstra - Verizon Wireless - Vodafone - Yuilop For more information visit http://www.researchandmarkets.com/research/th...tising_lte
DCM: 14.83 (-0.15), VOD: 34.65 (-0.05), VZ: 47.67 (unch)
Italy Mobile, Fixed Telecommunications and Pay-TV Market 2014: Mobile Broadband Drives Telecom Market Growth as MandA Activity Intensifies
M2 - Thu Sep 18, 8:29AM CDT
Research and Markets (http://www.researchandmarkets.com/research/lrsllf/italy_mobile) has announced the addition of the "Italy: Mobile Broadband Drives Telecom Market Growth as MandA Activity Intensifies" report to their offering. Italy: Mobile Broadband Drives Telecom Market Growth as M&A Activity Intensifies,' a new Country Intelligence Report, offers a precise, incisive profile of Italy's mobile, fixed telecommunications and pay-TV markets based on comprehensive proprietary data and insights from our research in the Italian market. Published annually, this presentation-quality, executive-level report provides detailed analysis of the near-term opportunities, competitive dynamics and evolution of demand by service type and technology/platform across the fixed telephony, broadband and mobile sectors, in addition to a review of key regulatory trends. Report Highlights - The mobile broadband segment, fuelled by the adoption of data-centric devices such as Smartphones and tablets, is the most important driver for growth in Italy's telecommunications market. In fixed broadband, Italy lags all other major European markets. Nonetheless, the country fares better than average in the region when it comes to mobile broadband. The growth of mobile data is largely driven by the strong uptake of HSDPA- and LTE-based services, as Italy already has the widest mobile broadband population coverage among the top five European markets. - The consumer segment will for some time remain affected by negative macroeconomic conditions, currently manifested in a deflationary trend. The segment is also suffering from the near-nonexistence of a triple-play market, given the lack of IPTV offerings and the dominance in pay-TV of DTH player Sky, which lacks a broadband play. Even so, 3G and 4G represent huge opportunities for mobile operators, as non-messaging data services will continue to grow steadily in through 2019. Given the challenges faced by the fixed and multiplay consumer segments, the enterprise market is becoming a strategic priority for operators. We expect major opportunities to arise in connectivity, cloud computing and unified communications services aimed at SMEs. - In fixed broadband, in spite of the growth in FTTH/B, Italian operators are focusing on extending the life of DSL by rolling out VDSL2/FTTC technologies. This means that the deployment of vectoring and the advancement of G.fast standards for the provision of superfast broadband over DSL are especially important for the development of NGA in the country. Telecom Italia, for example, will continue to invest in upgrading its broadband network to FTTC. Besides the incumbent, Fastweb is deploying VDSL2/FTTC alongside FTTH, while Vodafone started deploying VDSL2/FTTC in 2014. Key Topics Covered: 1. Executive summary 2. Market and competitor overview 3. Regional context 4. Economic, demographic and political context 5. Regulatory environment 6. Demand profile 7. Service evolution 8. Competitive landscape 9. Major market players 10. Segment analysis 11. Mobile services 12. Fixed services 13. Pay-TV 14. Identifying opportunities Companies Mentioned - 3 Italia - 4G Holding - AGCOM (Italian regulator) - BSkyB - Cobra - Eutelia - Fastweb - Huawei - Hutchison Whampoa - Mediaset - Ofcom (UK regulator) - Poste Mobile - Sky Deutschland - Sky Italia - Swisscom - Telecom Italia - Telef?nica - VimpelCom - Vodafone - Wind Telecomunicazioni For more information visit http://www.researchandmarkets.com/research/lr...aly_mobile
VOD: 34.65 (-0.05)
What if Time Warner Buys 21st Century Fox With Help From Lots of Friends?
at The Street - Wed Jul 23, 7:47AM CDT
Rupert Murdoch wants to buy Time Warner for $85 per share and some say he will eventually offer up to $105 per share but what if Time Warner buys Fox?
AMZN: 303.03 (-3.26), GE: 25.83 (-0.05), FB: 80.77 (+0.16), XOM: 93.78 (-0.81), WMT: 86.43 (-0.23), DB: 30.95 (+0.04), GOOG: 528.77 (-1.82), TWX: 85.58 (-0.20), YHOO: 50.65 (+0.63), GS: 195.89 (+0.39), JPM: 62.48 (unch), IACI: 61.82 (+0.63), GOOGL: 536.93 (-1.84), MSFT: 48.14 (-0.31), BRK.B: 151.54 (-0.21), AAPL: 112.01 (-0.53), BRK.A: 226,515.00 (-1,115.00)
3M to Buy Residual Stake in Japanese Venture for $885 Million - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Fri Jul 18, 4:10PM CDT
3M (MMM) is set to acquire the remaining 25% stake of Sumitomo 3M Ltd. for approximately $885 million. The transaction is expected to conclude on Sep 1, 2014.
MMM: 166.96 (+0.09), MIC: 69.24 (+1.45)
Chicago Bridge & Iron, China National Nuclear Corp Pen MOU - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Thu Jul 17, 4:30PM CDT
Chicago Bridge & Iron (CBI) recently signed a memorandum of understanding (MOU) with China National Nuclear Corporation (CNNC) in order to enhance cooperation and collaboration between the companies in the development of nuclear power plants.
CBI: 41.94 (-0.17), UTX: 116.91 (-0.30), CLC: 68.32 (+0.47)
Danaher Misses Q2 Earnings Estimates, Up Y/Y, Outlook Cut - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Thu Jul 17, 10:20AM CDT
Danaher Corporation (DHR) reported adjusted earnings of 93 cents a share in second-quarter 2014, which missed the Zacks Consensus Estimate by a penny.
DHR: 86.79 (-0.27), CLC: 68.32 (+0.47)
UTX's Pratt & Whitney Clinches Lucrative Engine Contracts - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Wed Jul 16, 11:40AM CDT
Pratt & Whitney, a unit of United Technologies (UTX), has finalized several contracts to deliver engines exclusively to Azul and Philippine Airlines, and via the International Aero Engines consortium to SaudiGulf Airlines and International Airlines Group.
ERJ: 37.67 (+0.32), UTX: 116.91 (-0.30)
United Technologies to Showcase Diverse System Capabilities - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Tue Jul 08, 9:40AM CDT
UTC Aerospace Systems, a part of diversified business conglomerate United Technologies Corp. (UTX), recently announced that it would be displaying diverse system capabilities at the Farnborough Airshow 2014.
CODI: 15.99 (-0.11), UTX: 116.91 (-0.30), CLC: 68.32 (+0.47)
Sikorsky Wins $1.28 Billion US Air Force Contract - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Fri Jun 27, 10:10AM CDT
Sikorsky Aircraft Corp, a subsidiary of diversified business conglomerate United Technologies Corp. (UTX), recently secured a contract to develop new combat search and rescue helicopters for the U.S. Air Force.
LMT: 196.43 (+0.66), UTX: 116.91 (-0.30), ITT: 41.01 (+0.26)
3M Library's New App to Enhance User Experience - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Tue Jun 24, 9:50AM CDT
3M Library Systems, a part of diversified conglomerate 3M Company (MMM), recently announced its plans to introduce a new standard for eBook and eAudiobook lending with the newest 3M Cloud Library patron application rolling out in early Aug 2014.
MMM: 166.96 (+0.09), ITT: 41.01 (+0.26)
United Tech Amends Canada Deal, Reaffirms Guidance - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Thu Jun 19, 5:30PM CDT
United Technologies (UTX) declared that Sikorsky has amended a contract agreement with the Canadian Government. The amended contract will allow Canada to replace its maritime fleet with 28 Sikorsky's CH148 Cyclone helicopters.
UTX: 116.91 (-0.30)
3M Reveals its Latest Multi-Touch Solutions - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Thu Jun 19, 2:30PM CDT
3M Touch Systems Inc, a wholly-owned subsidiary of 3M Company (MMM), recently revealed the 55-inch Projected Capacitive prototype touch screen, featuring ultra-fast touch response for 60 simultaneous touches.
MMM: 166.96 (+0.09), ITT: 41.01 (+0.26)
AS Watson (Health & Beauty Europe) in Beauty and Personal Care (Belgium)
M2 - Thu Feb 06, 2:22AM CST
AS Watson (Health & Beauty Europe), the retailing arm of Hutchison Whampoa Ltd in Belgium, is expected to continue its dual strategy over the forecast period. First, its Kruidvat low-cost chain is expected to continue to gain ground in beauty and personal care thanks to value for money exclusive brands. Its discounting and pricing policies are expected to continue. Nonetheless, whilst it is already well established in the northern part of the country, it is expected to reach saturation in terms...
EPAX: 2.46 (-0.08)
Update: Orange Enters Preliminary Talks To Sell EE Stake
Chris Katje - at Seeking Alpha - Mon Dec 01, 12:00AM CST
BT: 64.37 (+0.17), TEF: 14.81 (-0.02), ORAN: 17.52 (-0.04)
Wall Street Breakfast: Crude Continues Decline Following OPEC Decision
Wall Street Breakfast - Seeking Alpha - Fri Nov 28, 5:32AM CST
Economy Following OPEC's announcement to keep its collective output target at 30M barrels a day, crude has continued its decline. The 12-member group, which pumps 40% of the world’s oil, will convene again June 5 in Vienna. West Texas...
MAG: 38.01 (+0.33), PFE: 31.42 (-0.03), BT: 64.37 (+0.17), HSBC: 47.71 (+0.18), GOOG: 528.77 (-1.82), GTE: 3.86 (-0.06), QIHU: 61.47 (+2.58), SPY: 207.77 (+0.02), QQQ: 104.30 (+0.09), SHPG: 209.29 (+0.07), AZN: 70.44 (+0.26), TEF: 14.81 (-0.02), GOOGL: 536.93 (-1.84), ABBV: 66.21 (+1.86), RIO: 45.02 (+0.13), ORAN: 17.52 (-0.04)
Bidding war for U.K. mobile firms now possibility
Seeking Alpha - at Seeking Alpha - Fri Nov 28, 12:56AM CST
BT: 64.37 (+0.17), TEF: 14.81 (-0.02), ORAN: 17.52 (-0.04)
Monetising LTE Outlook 2018: Capitalising On the Growth of Mobile Handset Data
M2 - Thu Sep 25, 9:50AM CDT
Research and Markets (http://www.researchandmarkets.com/research/th4s96/monetising_lte) has announced the addition of the "Monetising LTE: Capitalising On the Growth of Mobile Handset Data " report to their offering. The number of 4G (LTE) handset connections worldwide will increase from 178 million in 2013 to 1.4 billion in 2018 - a growth of 670% - while mobile handset data service revenue will only grow by 64% during the same period. This presents a major challenge for operators - how to monetise LTE services. Operators are deploying a variety of strategies including price premiums, reserving LTE for premium tariffs, bundling content and broadening connectivity to a wider range of devices through multi-device tariffs. This report addresses the following topics and provides recommendations for operators: - The challenges of monetising mobile data: Analysing mobile revenue forecasts, assessing the revenue impact of LTE launches, and the impact of this on mobile ARPU. - LTE bundling strategies: Evaluating operators' value-added services and connectivity extension (that is, multi-device tariffs) bundles for LTE tariffs. - The broader market opportunity: Assessing the impact of LTE on the prepaid market, data allowance overage and the MVNO market. Companies Mentioned - AT&T - EE - Free Mobile - FreedomPop - Hutchison Whampoa - KDDI - LG Uplus - NTT DOCOMO - Orange - SFR - SK Telecom - Telef?nica - Telekom Deutschland - Telenor - TeliaSonera - Telstra - Verizon Wireless - Vodafone - Yuilop For more information visit http://www.researchandmarkets.com/research/th...tising_lte
DCM: 14.83 (-0.15), VOD: 34.65 (-0.05), VZ: 47.67 (unch)
Italy Mobile, Fixed Telecommunications and Pay-TV Market 2014: Mobile Broadband Drives Telecom Market Growth as MandA Activity Intensifies
M2 - Thu Sep 18, 8:29AM CDT
Research and Markets (http://www.researchandmarkets.com/research/lrsllf/italy_mobile) has announced the addition of the "Italy: Mobile Broadband Drives Telecom Market Growth as MandA Activity Intensifies" report to their offering. Italy: Mobile Broadband Drives Telecom Market Growth as M&A Activity Intensifies,' a new Country Intelligence Report, offers a precise, incisive profile of Italy's mobile, fixed telecommunications and pay-TV markets based on comprehensive proprietary data and insights from our research in the Italian market. Published annually, this presentation-quality, executive-level report provides detailed analysis of the near-term opportunities, competitive dynamics and evolution of demand by service type and technology/platform across the fixed telephony, broadband and mobile sectors, in addition to a review of key regulatory trends. Report Highlights - The mobile broadband segment, fuelled by the adoption of data-centric devices such as Smartphones and tablets, is the most important driver for growth in Italy's telecommunications market. In fixed broadband, Italy lags all other major European markets. Nonetheless, the country fares better than average in the region when it comes to mobile broadband. The growth of mobile data is largely driven by the strong uptake of HSDPA- and LTE-based services, as Italy already has the widest mobile broadband population coverage among the top five European markets. - The consumer segment will for some time remain affected by negative macroeconomic conditions, currently manifested in a deflationary trend. The segment is also suffering from the near-nonexistence of a triple-play market, given the lack of IPTV offerings and the dominance in pay-TV of DTH player Sky, which lacks a broadband play. Even so, 3G and 4G represent huge opportunities for mobile operators, as non-messaging data services will continue to grow steadily in through 2019. Given the challenges faced by the fixed and multiplay consumer segments, the enterprise market is becoming a strategic priority for operators. We expect major opportunities to arise in connectivity, cloud computing and unified communications services aimed at SMEs. - In fixed broadband, in spite of the growth in FTTH/B, Italian operators are focusing on extending the life of DSL by rolling out VDSL2/FTTC technologies. This means that the deployment of vectoring and the advancement of G.fast standards for the provision of superfast broadband over DSL are especially important for the development of NGA in the country. Telecom Italia, for example, will continue to invest in upgrading its broadband network to FTTC. Besides the incumbent, Fastweb is deploying VDSL2/FTTC alongside FTTH, while Vodafone started deploying VDSL2/FTTC in 2014. Key Topics Covered: 1. Executive summary 2. Market and competitor overview 3. Regional context 4. Economic, demographic and political context 5. Regulatory environment 6. Demand profile 7. Service evolution 8. Competitive landscape 9. Major market players 10. Segment analysis 11. Mobile services 12. Fixed services 13. Pay-TV 14. Identifying opportunities Companies Mentioned - 3 Italia - 4G Holding - AGCOM (Italian regulator) - BSkyB - Cobra - Eutelia - Fastweb - Huawei - Hutchison Whampoa - Mediaset - Ofcom (UK regulator) - Poste Mobile - Sky Deutschland - Sky Italia - Swisscom - Telecom Italia - Telef?nica - VimpelCom - Vodafone - Wind Telecomunicazioni For more information visit http://www.researchandmarkets.com/research/lr...aly_mobile
VOD: 34.65 (-0.05)
What if Time Warner Buys 21st Century Fox With Help From Lots of Friends?
at The Street - Wed Jul 23, 7:47AM CDT
Rupert Murdoch wants to buy Time Warner for $85 per share and some say he will eventually offer up to $105 per share but what if Time Warner buys Fox?
AMZN: 303.03 (-3.26), GE: 25.83 (-0.05), FB: 80.77 (+0.16), XOM: 93.78 (-0.81), WMT: 86.43 (-0.23), DB: 30.95 (+0.04), GOOG: 528.77 (-1.82), TWX: 85.58 (-0.20), YHOO: 50.65 (+0.63), GS: 195.89 (+0.39), JPM: 62.48 (unch), IACI: 61.82 (+0.63), GOOGL: 536.93 (-1.84), MSFT: 48.14 (-0.31), BRK.B: 151.54 (-0.21), AAPL: 112.01 (-0.53), BRK.A: 226,515.00 (-1,115.00)
3M to Buy Residual Stake in Japanese Venture for $885 Million - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Fri Jul 18, 4:10PM CDT
3M (MMM) is set to acquire the remaining 25% stake of Sumitomo 3M Ltd. for approximately $885 million. The transaction is expected to conclude on Sep 1, 2014.
MMM: 166.96 (+0.09), MIC: 69.24 (+1.45)
Chicago Bridge & Iron, China National Nuclear Corp Pen MOU - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Thu Jul 17, 4:30PM CDT
Chicago Bridge & Iron (CBI) recently signed a memorandum of understanding (MOU) with China National Nuclear Corporation (CNNC) in order to enhance cooperation and collaboration between the companies in the development of nuclear power plants.
CBI: 41.94 (-0.17), UTX: 116.91 (-0.30), CLC: 68.32 (+0.47)
Danaher Misses Q2 Earnings Estimates, Up Y/Y, Outlook Cut - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Thu Jul 17, 10:20AM CDT
Danaher Corporation (DHR) reported adjusted earnings of 93 cents a share in second-quarter 2014, which missed the Zacks Consensus Estimate by a penny.
DHR: 86.79 (-0.27), CLC: 68.32 (+0.47)
UTX's Pratt & Whitney Clinches Lucrative Engine Contracts - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Wed Jul 16, 11:40AM CDT
Pratt & Whitney, a unit of United Technologies (UTX), has finalized several contracts to deliver engines exclusively to Azul and Philippine Airlines, and via the International Aero Engines consortium to SaudiGulf Airlines and International Airlines Group.
ERJ: 37.67 (+0.32), UTX: 116.91 (-0.30)
United Technologies to Showcase Diverse System Capabilities - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Tue Jul 08, 9:40AM CDT
UTC Aerospace Systems, a part of diversified business conglomerate United Technologies Corp. (UTX), recently announced that it would be displaying diverse system capabilities at the Farnborough Airshow 2014.
CODI: 15.99 (-0.11), UTX: 116.91 (-0.30), CLC: 68.32 (+0.47)
Sikorsky Wins $1.28 Billion US Air Force Contract - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Fri Jun 27, 10:10AM CDT
Sikorsky Aircraft Corp, a subsidiary of diversified business conglomerate United Technologies Corp. (UTX), recently secured a contract to develop new combat search and rescue helicopters for the U.S. Air Force.
LMT: 196.43 (+0.66), UTX: 116.91 (-0.30), ITT: 41.01 (+0.26)
3M Library's New App to Enhance User Experience - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Tue Jun 24, 9:50AM CDT
3M Library Systems, a part of diversified conglomerate 3M Company (MMM), recently announced its plans to introduce a new standard for eBook and eAudiobook lending with the newest 3M Cloud Library patron application rolling out in early Aug 2014.
MMM: 166.96 (+0.09), ITT: 41.01 (+0.26)
United Tech Amends Canada Deal, Reaffirms Guidance - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Thu Jun 19, 5:30PM CDT
United Technologies (UTX) declared that Sikorsky has amended a contract agreement with the Canadian Government. The amended contract will allow Canada to replace its maritime fleet with 28 Sikorsky's CH148 Cyclone helicopters.
UTX: 116.91 (-0.30)
3M Reveals its Latest Multi-Touch Solutions - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Thu Jun 19, 2:30PM CDT
3M Touch Systems Inc, a wholly-owned subsidiary of 3M Company (MMM), recently revealed the 55-inch Projected Capacitive prototype touch screen, featuring ultra-fast touch response for 60 simultaneous touches.
MMM: 166.96 (+0.09), ITT: 41.01 (+0.26)
AS Watson (Health & Beauty Europe) in Beauty and Personal Care (Belgium)
M2 - Thu Feb 06, 2:22AM CST
AS Watson (Health & Beauty Europe), the retailing arm of Hutchison Whampoa Ltd in Belgium, is expected to continue its dual strategy over the forecast period. First, its Kruidvat low-cost chain is expected to continue to gain ground in beauty and personal care thanks to value for money exclusive brands. Its discounting and pricing policies are expected to continue. Nonetheless, whilst it is already well established in the northern part of the country, it is expected to reach saturation in terms...
EPAX: 2.46 (-0.08)
