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US, China & ZTE: Implications for TMT

Sector Analysis: 16 May 2018, 11:51 PM ET - Given recent tensions between the US and China, we discuss potential implications to sectors and companies within our TMT coverage universe. 

Semiconductors: M&A and the Regulatory Landscape

Sector Analysis: 20 Mar 2018, 10:32 PM ET - We take a look at the state of the semiconductor industry in terms of market concentration and potential impediments to further M&A from a regulatory perspective.

Tech: EU Plans Tax on Digital Company Revenues

Sector Analysis: 14 Mar 2018, 10:35 PM ET - The EU states are currently negotiating a 2-6% tax on the “aggregated gross revenues” of large digital companies.

Vodafone: Indian Merger a Good Idea?

IG Note: 30 Jan 2017, 6:17 AM ET - In principle, we see a combination of Vodafone India and Idea as an excellent option for VOD, but we see the implications for VOD creditors as more mixed, with more negatives than positives.

CreditSights 12th Annual European Conference

Announcement: 29 Nov 2016, 8:54 PM ET - Download our Conference Mobile App for our upcoming event on Friday 9th December 2016.

US-China Trade: A Beautiful Mine

Strategy Analysis: 21 Nov 2016, 9:56 PM ET - The game theory of US-China trade negotiations will need two sides to at least be playing the same game. Manufacturing and tech is big in US-China deficit politics, and costs would be high in the event it ends badly. 

EU Blocks CK Hutchison-Telefonica UK Mobile Deal

Sector Analysis: 11 May 2016, 3:14 PM ET - The EU Competition Commission has rejected mobile-market consolidation in the UK raising uncertainty not only for Telefonica and CK Hutchison’s 3 Group, but for European telecoms operators more broadly.

Box Office: Spotlight Gets Top Oscar; Ratings Fall

Sector Analysis: 01 Mar 2016, 5:25 AM ET - Ratings for the Oscars dipped to an eight-year low. Spotlight got the top prize; TWX took home the most awards. Deadpool retained its spot atop the box office charts, helping Week 8 post an 18% increase YoY.  

UK Telecoms/Cable: Ofcom Digital Review; BT to M/P

Sector Analysis: 25 Feb 2016, 8:01 AM ET - We give our initial reaction to Ofcom's update on its Review of Digital Communications, with the likelihood of a worst case scenario for BT now much reduced.

Box Office: Deadpool is #1; FOX Bumps DIS from Top

Sector Analysis: 25 Feb 2016, 5:01 AM ET - This week was all about Deadpool, which stayed on top of the box office charts and pushed FOX ahead of DIS as the #1 distributor. We also take a look at Week 7’s results, which were up YoY largely as a result of Deadpool's success. 

Box Office: Deadpool Arrives and Sets Records

Sector Analysis: 17 Feb 2016, 7:07 PM ET - Deadpool delivered in a big way, beating the competition, beating expectations and breaking records.  Zoolander did not.  We also take a look at Week 6's results, which were down YoY as this year's movies could not compete with SpongeBob.

Box Office: Star Wars Tops $900 mn but Panda Rules

Sector Analysis: 08 Feb 2016, 9:22 PM ET - Kung Fu Panda 3 stayed atop the box office charts for the second consecutive week, easily outperforming the week's three newcomers. Star Wars topped $900 mn, making it the 1st film to cross that threshold & the 3rd to cross $2bn worldwide. 

Box Office: It's Panda-monium at Theaters, Sort Of

Sector Analysis: 01 Feb 2016, 6:40 PM ET - Kung Fu Panda 3 took top honors at the domestic box office this weekend in addition to drawing crowds overseas (esp in China).  We review the profit profiles of 2015 films, which has Star Wars: The Force Awakens on top. 

European Telecoms 2016 Outlook: Regulation

Sector Outlook: 27 Jan 2016, 8:21 PM ET - 2016 will be characterised by a smaller day-to-day drag on European telcos from regulation, especially on the top line, but also by number of key decisions that will have significant implications for creditors.

Box Office: The Panda is Back; Star Wars 8 Delayed

Sector Analysis: 26 Jan 2016, 9:12 PM ET - Box office receipts fell for the first time in 8 weeks but remain up through the end of week 3 2016. Fox will be releasing Kung Fu Panda 3 for DreamWorks Animation this weekend but Disney delayed the release of Star Wars: Episode VIII. 

Box Office: Star Wars, Oscars and 2016 Movie Slate

Sector Analysis: 19 Jan 2016, 3:02 PM ET - Star Wars continues to draw in viewers, driving the box office to a 33- 34% increase through Week 2. We take a look at Oscar nominations & a preliminary 2016 release schedule, which includes sequels, action films & comic book characters.

Box Office: Star Wars Helps Make 2015 a Record Yr

Sector Analysis: 07 Jan 2016, 6:05 AM ET - Star Wars: The Force Awakens continues to attract movie-goers and break records.  The Force, along with several other blockbuster films, helped make 2015 a record year at the box office. 

Box Office: Star Wars Breaks $1 Bn & Other Records

Worth Watching: 28 Dec 2015, 6:57 PM ET

Box Office: The Force Awakens And Shatters Records

Worth Watching: 21 Dec 2015, 8:10 PM ET

Box Office: Mockingjay On Top til The Force Awakens

Worth Watching: 14 Dec 2015, 7:07 PM ET

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