WBD Drama Continues: What are Known Knowns?
The last several weeks have featured tons of analysis about potential bids for WBD. We think it dangerous to have conviction about who will bid what amount for what assets; the potential bids have many known unknowns. One, however, can have conviction about certain principles underlying the government review of the eventual proposed acquisition. In this note we address what we think investors should understand about that review, with some key points at odds with common perceptions.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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