US Offshore cash and who they might target
With Microsoft using its non-domestic cash to fund the Nokia deal, it’s worth noting the top firms with most money held offshore were GE ($108bn), Apple ($82.60), Pfizer ($73bn), Microsoft ($60.8bn),...
View ArticleGlobal Capex (cont): Aviate note and Deloitte CFO Survey
The early results from the survey are upbeat and they provide a powerful insight into the financial plans and thinking of major UK-based businesses. Ahead of this event (full release is Monday) we are...
View ArticleTelco consolidation? Telekom Austria the best play
Given further talk about Telecom consolidation in Europe (DTE CEO championing the cause this morning) it is worth, once again, remembering Telekom Austria (TKA). TKA likely remains attractive to AMX in...
View ArticleTelco consolidation: Telekom Austria remains in play
Given further talk about Telecom consolidation in Europe (DTE CEO championing the cause this morning) it is worth, once again, remembering Telekom Austria (TKA). TKA likely remains attractive to AMX in...
View ArticleUS corporate cash
There is nearly $1t of US corporate cash stashed in foreign (off shore) accounts that cannot find its way back to the USA save repatriation tax. Enamoured by recent deal activity we suspect more of...
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