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  • Article / 23 October 2015 at 10:10 GMT

    Earnings Watch: China should support Apple growth

    Head of Equity Strategy / Saxo Bank
    Denmark
    Apple reports FY15 Q4 earnings on Tuesday. Investors will be focusing a lot on China due to the ongoing uncertainty of China's economy but also the country's importance for Apple which accounted for 27% of revenue in the previous quarter. Nothing suggests that demand is slowing down and we maintain our bullish view on the stock. In addition 367 companies will report earnings.
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  • Editor’s Picks / 28 September 2015 at 5:26 GMT

    Comcast to pay $1.5bn to control Universal Studios Japan

    Bloomberg
    Comcast will acquire a 51% stake in Japanese theme park owner USJ as the largest US cable company seeks to expand its business overseas. Comcast’s NBCUniversal unit will pay $1.5 billion for the stake in the owner of Universal Studios Japan in Osaka city. USJ’s Chief Executive Officer Glenn Gumpel will step down while Goldman Sachs Group, MBK Partners and Gumpel will retain minority stakes. Philadelphia-based Comcast, which in April dropped its bid to buy Time Warner Cable Inc. amid opposition from antitrust regulators, has been seeking growth elsewhere from digital media in the US to expansion overseas. Its NBCUniversal unit, which owns Universal Studios Hollywood and Universal Orlando Resort, has license and operating agreements with Universal Studios Japan, according to its website. USJ, listed in 2007 but taken private by Goldman two years later as the park’s appeal faded and the number of visitors slumped, had earlier said it could seek a re-listing this year.
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  • Article / 04 May 2015 at 9:30 GMT

    Earnings Watch: Good earnings season on both sides of the Atlantic

    Head of Equity Strategy / Saxo Bank
    Denmark
    Earnings Watch: Good earnings season on both sides of the Atlantic
    Q1 earnings season is entering its final phase in the US and the verdict so far is satisfactory. US companies have managed to deliver wins on both the top and bottom line against low expectations with especially the energy sector being the biggest positive surprise. In Europe, companies have also managed to succeed across both the top and bottom line with the technology sector being the positive surprise.
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  • Editor’s Picks / 27 February 2015 at 0:23 GMT

    Lawsuits expected following net neutrality decision

    CNN
    Following the Federal Communications Commission's historic decision on net neutrality on Thursday, Comcast has warned a bitter legal fight is coming. Jose Pagliery writes for CNN that the FCC passed new internet regulation to prevent network owners, such as AT&T, Comcast, Time Warner Cable, and Verizon from discriminating against what kind of traffic runs over their networks. ComCast's warning is similar to the one AT&T made earlier this month. The agency's rules won't be official until perhaps summer, which is when major telecom companies will challenge the rules in court.
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