Vodafone Group PLC

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  • uploads///Vodafone presso
    Real Estate

    Why AQR Capital Management chose to open a position in Vodafone

    AQR Capital started a new position in Vodafone Group plc that accounts for 0.44% of the fund’s 4Q portfolio.

    By Samantha Nielson
  • uploads///Telecom Telefonicas Mobile Accesses in Argentina
    Earnings Report

    What Drove TEF’s Mobile Revenue in Argentina in 4Q15?

    During 4Q15, the data revenue stream of Telefónica’s mobile component rose by ~30.2% organically YoY to reach ~0.25 billion euros in Argentina.

    By Ray Sheffer
  • uploads///Telecom Telefonicas Mobile Service Revenue in Germany
    Earnings Report

    How Much Did TEF’s Mobile Segment Grow in Germany in 4Q15?

    Year-over-year, Telefónica’s mobile revenue rose by ~2.8% to reach ~1.8 billion euros in Germany.

    By Ray Sheffer
  • uploads///
    Company & Industry Overviews

    eBay and Adyen Are More Than Payment Partners

    When eBay (EBY) announced earlier this year that Dutch company Adyen was replacing PayPal (PYPL) as its primary payments processor, something was not discussed.

    By Neha Gupta
  • uploads///CBSO
    Consumer

    CalPERS establishes new position in CBS Outdoor Americas

    CBS Outdoor Americas is the largest provider of advertising space on out-of-home advertising structures and sites across the US, Canada, and Latin America.

    By Samantha Nielson
  • uploads///Stock Performances on August      EWU
    Macroeconomic Analysis

    China’s Contracting Manufacturing Activity Pressures UK Stocks

    With the economic slowdown, a reduction in imports—especially oil—by China has become inevitable, affecting many of its trading partner countries. Consequently, trades of these countries with the UK may be affected.

    By Renee Blakely
  • uploads///italy inflation rate
    Macroeconomic Analysis

    Italy’s Inflation Rate Rose in August: EWI Fell 0.40%

    According to the August 31 release by the ISTAT, the EU’s harmonized inflation rate in Italy rose to an impressive 0.50% in August on a YoY (year-over-year) basis.

    By Surbhi Jain
  • uploads///CP Carloads
    Miscellaneous

    How Canadian Pacific Railway’s Volumes Compared to Peers

    Canadian Pacific Railway (CP) is Canada’s second-largest freight rail.

    By Samuel Prince
  • uploads///CP Carloads
    Miscellaneous

    Canadian Pacific Railway: Rise in Railcars Cover Intermodal Fall in Week 33

    Canadian Pacific Railway witnessed a volume loss in the intermodal space in week 33 of 2017.

    By Samuel Prince
  • uploads///CP Carloads
    Miscellaneous

    What Led to Canadian Pacific Railway’s Volume Rise in Week 30?

    CP hauled slightly more than 30,000 railcars in the 30th week compared with over 29,000 railcars in the 30th week last year.

    By Samuel Prince
  • uploads///LBTYK
    Consumer

    Warren Buffett’s Berkshire Hathaway ups its Liberty Global stake

    Berkshire Hathaway added to its position in Liberty Global PLC (LBTYK) last quarter. The position now accounts for 0.57% of Berkshire’s 1Q 2014 portfolio, up from 0.25% last quarter.

    By Samantha Nielson
  • uploads///VOD
    Financials

    CalPERS hangs up on position in Vodafone

    Vodafone is one of the world’s largest telecom companies. Its shares were up on fresh rumors in August that AT&T executives were working on a bid for the company.

    By Samantha Nielson
  • uploads///FMX
    Consumer

    CalPERS exits FEMSA – Mexican bottler, convenience-store owner

    Founded in 1890 in Monterrey, Mexico, FEMSA is comprised of two complementary business units—Coca-Cola FEMSA, and FEMSA Comercio, a convenience-store operator.

    By Samantha Nielson
  • uploads///VOD
    Fund Managers

    Paulson & Co exits position in Vodafone Group

    Vodafone Group revenue for fiscal 3Q15 was $16.52 billion, or 10.9 billion British pounds, and group service revenue was 9.8 billion British pounds.

    By Samantha Nielson
  • uploads///Google cloud
    Technology & Communications

    Google Just Closed a Big Cloud Acquisition

    Google completed the acquisition of Looker. The company announced the deal about eight months ago. Google purchased Looker for $2.6 billion.

    By Ruchi Gupta
  • uploads///Facebook Workplace
    Technology & Communications

    Why CERN Quit Facebook’s Workplace Platform

    Besides the lack of interest and CERN’s unwillingness to pay, it also hinted that it quit Workplace due to privacy concerns.

    By Ruchi Gupta
  • uploads///Facebook Libra
    Technology & Communications

    Facebook’s Libra Project Suffers Another Blow Due to Mpesa

    Vodafone has pulled out of the Facebook-led Libra cryptocurrency project. However, there isn’t a shortage of corporate interest in Libra.

    By Ruchi Gupta
  • uploads///Facebook Libra
    Company & Industry Overviews

    3 Reasons Facebook’s Libra Still Has Life after Defections

    Despite having high-profile defections in the past week, Facebook’s Libra Association proceeded with its inaugural members meeting.

    By Ruchi Gupta
  • uploads///LMCA
    Consumer

    CalPERS adds new position in Liberty Media

    Liberty Media Corporation owns interests in a range of communications and entertainment businesses. Recently, the company completed the previously announced spin-off of its cable business, Liberty Broadband.

    By Samantha Nielson
  • uploads///TPH
    Real Estate

    CalPERS adds new position in TRI Pointe Homes

    TRI Pointe Homes is one of the top ten–largest public homebuilders by equity market capitalization in the US. The company reaffirmed its 2015 outlook for earnings per diluted share in the range of $1.25 to $1.40.

    By Samantha Nielson
  • uploads///CaliPERStop
    Financials

    Highlights of CalPERS’ third-quarter 13F filing

    CalPERS is the largest public pension fund in the US. It administers health and retirement benefits on behalf of 3,064 public school, local agency, and state employers.

    By Samantha Nielson
  • uploads///Google cloud
    Consumer

    Google Wins Big Client after Taking SAP, Oracle Veterans

    Google has won a chunk of Vodafone’s cloud computing business. Vodafone is the world’s second-largest mobile operator by subscribers after China Mobile.

    By Ruchi Gupta
  • uploads///Facebook Workplace
    Company & Industry Overviews

    Facebook: You Don’t Know It if You Don’t Know Workplace

    Facebook is working to open up new revenue streams outside the advertising market. That’s where businesses such as Workplace come in.

    By Ruchi Gupta
  • uploads///Dish wireless
    Company & Industry Overviews

    Dish Needs $10 Billion for Wireless, Can’t Sell Spectrum

    Dish Wireless requires $10 billion for its network buildout, but it only has $1.9 billion in the bank. The FCC bars it from selling spectrum to raise cash.

    By Ruchi Gupta
  • uploads///Dish wireless
    Company & Industry Overviews

    Why Dish Wireless Could Be T-Mobile’s Worst Nightmare

    Dish is still among the leading pay-TV providers in the US. T-Mobile is concerned that Dish could become a tough challenger in the wireless marketplace.

    By Ruchi Gupta
  • uploads///G
    Company & Industry Overviews

    How 5G Is Powering Nokia’s and Ericsson’s Performances

    5G technology is beginning to have a noticeable mark on Nokia’s (NOK) and Ericsson’s (ERIC) financial results.

    By Ruchi Gupta
  • uploads///ux _
    Company & Industry Overviews

    Will Bridging Gender Pay Gap Deplete Nokia’s Cash Reserve?

    Nokia (NOK) will raise the pay for some of its female workers to address its gender pay gap, Bloomberg reported.

    By Ruchi Gupta
  • uploads///
    Company & Industry Overviews

    A Look at Vodafone’s $4.5 Billion Fundraising Plan

    Vodafone (VOD) is raising about $4.5 billion through the sale of convertible bonds, according to a report from Bloomberg.

    By Ruchi Gupta
  • uploads///
    Company & Industry Overviews

    Ericsson and VMware Team Up for This $70 Billion Opportunity

    Ericsson (ERIC) and VMware (VMW) have decided to team up to pursue the billions of dollars in revenue opportunity in the network virtualization market.

    By Ruchi Gupta
  • uploads///
    Company & Industry Overviews

    Ericsson Sharpens Focus on $280 Billion Managed Service Market

    Ericsson (ERIC) will use artificial intelligence to power its new managed services solution aimed at communications service providers.

    By Ruchi Gupta
  • uploads///
    Company & Industry Overviews

    The Impact of Vodafone’s Job Cuts in Spain

    Vodafone (VOD) plans to eliminate as many as 1,200 jobs from its Spanish business, Reuters reported.

    By Ruchi Gupta
  • uploads///IBM_Image
    Consumer

    What to Expect from IBM’s Fourth-Quarter Earnings

    IBM is scheduled to announce its fourth-quarter earnings on January 22 after the market closes.

    By Samuel Prince
  • uploads///IBM_Image
    Earnings Report

    A Look into IBM’s Strategic Imperatives ahead of Q4 Earnings

    Although IBM’s legacy mainframes continued to see strong demand, it is the company’s Strategic Imperatives businesses growth that’s generating optimism.

    By Samuel Prince
  • uploads///flexing their muscles
    Company & Industry Overviews

    Ericsson Wants EU to Pave the Way for 5G in Vehicles

    Ericsson (ERIC) continues to persuade EU policymakers to allow freedom on connected-vehicle technologies that can be used in the bloc.

    By Ruchi Gupta
  • uploads///
    Company & Industry Overviews

    How Will IBM Finance Its Red Hat Deal?

    IBM is acquiring open-source software leader Red Hat for $34 billion, a 63% premium to its closing price the day before the deal was made public.

    By Ruchi Gupta
  • uploads///sales mkt cost
    Company & Industry Overviews

    FireEye Sets Its Business Target through Channel Partners

    FireEye’s (FEYE) channel sales seem to be picking up momentum driven by the different strategy the company has deployed to boost its business.

    By Aaron Hemsworth
  • uploads///
    Earnings Report

    Melita Partners with Ericsson in the 5G Space

    Recently, Melita announced that it has partnered with Ericsson (ERIC) to modernize its mobile networks.

    By Adam Rogers
  • uploads///A_Semiconductors_INTC_G strategy
    Company & Industry Overviews

    How Intel Plans to Boost Adoption of Its 5G Technology

    Intel (INTC) demonstrated its 5G efforts at Mobile World Congress 2018.

    By Puja Tayal
  • uploads///
    Company & Industry Overviews

    Could Nokia’s Managed Service Wins Return Its Networks to Growth?

    Enhancing Optus customers’ experience Nokia (NOK) recently signed a multiyear managed service contract with Optus, a leading telecom company in Australia. Under the contract, Nokia is expected to manage and maintain key components of Optus’s network infrastructure, the company said in a press release. Optus is hoping that the managed services agreement with Nokia will […]

    By Ruchi Gupta
  • uploads///
    Earnings Report

    Drivers for Ericsson’s Managed Services Business Revenues

    In the first nine months of fiscal 2017, Ericsson’s Managed Services business generated revenues of ~18.3 billion SEK (Swedish kronor), which is equivalent to ~$2.1 billion.

    By Adam Rogers
  • uploads///CNI Carloads
    Industrials

    Canadian Pacific Railway’s Freight Traffic Was a Mixed Bag in Week 32

    Canadian Pacific Railway (CP) is the second largest freight rail in Canada.

    By Samuel Prince
  • uploads///A_Semiconductors_QCOM G penetration in India by
    Company & Industry Overviews

    Qualcomm Sees Strong Growth Opportunity in India

    According to a research report by Morgan Stanley, Smartphone shipments to India are expected to grow at a compound annual growth rate of 23% to 192 million by 2018.

    By Puja Tayal
  • uploads///Vodafone H Post Vodacom Service Revenue
    Company & Industry Overviews

    Understanding Vodafone’s Vodacom Performance

    Vodacom is a South African mobile communications company that is 65% owned and controlled by Vodafone.

    By Ambrish Shah
  • uploads///Vodafone H Post Spain Service Revenue
    Company & Industry Overviews

    Why Vodafone Spain’s EBITDA Margin Keeps Growing

    Vodafone Group’s (VOD) revenue in Spain rose ~0.3% YoY to ~2.5 billion euros (about $2.61 billion) in fiscal 1H17.

    By Ambrish Shah
  • uploads///Vodafone H Post Italy Service Revenue
    Company & Industry Overviews

    Why Vodafone Italy’s EBITDA Margin Keeps Growing

    In fiscal 1H17, Vodafone Group’s (VOD) revenue in Italy (EWI) rose ~2.5% YoY (year-over-year) to ~3 billion euros (about $3.13 billion) in fiscal 1H17.

    By Ambrish Shah
  • uploads///Vodafone H Post Total EBITDA
    Company & Industry Overviews

    Understanding Vodafone’s Cost Structure and Earnings Margins

    Vodafone’s EBITDA was ~7.9 billion euros in fiscal 1H17, compared to ~8 billion euros in fiscal 1H16. Its EBITDA margin rose to 29.2% in fiscal 1H17.

    By Ambrish Shah
  • uploads///Portfolio Breakdown of the OIGAX
    Consumer

    Examining OIGAX’s Portfolio Changes Thusfar in 2016

    OIGAX invests in the common stocks of growth companies located or functioning outside of the United States.

    By David Ashworth
  • uploads///Portfolio Breakdown of the FAOAX
    Fund Managers

    What’s the Sector Composition of the Fidelity Advisor Overseas Fund?

    The Fidelity Advisor Overseas Fund invests at least 80% of its net assets in common stocks of non-US issuers.

    By David Ashworth
  • uploads///Portfolio Breakdown of the FAOAX
    Fund Managers

    The Fidelity Advisor Overseas Fund’s Portfolio Moves in YTD 2016

    The Fidelity Advisor Overseas Fund’s (FAOAX) top sectoral bet is the consumer discretionary sector, which forms one-fourth of the fund’s total assets.

    By David Ashworth
  • uploads///Portfolio Breakdown of the PEUGX
    Fund Managers

    Sector Composition Changes in PEUGX until 1Q16

    The Putnam Europe Equity Fund – Class A’s (PEUGX) assets were spread across 70 holdings as of March 2016, one less than a quarter ago. It was managing assets worth $314 million.

    By David Ashworth
  • uploads///
    Earnings Report

    Infosys Signs Major Deals with ConAgra Foods and Welsh Water

    In fiscal 2016, Infosys (INFY) was chosen by ConAgra Foods (CAG) as a strategic partner for a multiyear managed services deal.

    By Adam Rogers
  • uploads///Telecom Telefonicas Fixed Revenue in Argentina
    Earnings Report

    TEF’s Robust Revenue Growth Trend in Argentina Continued in 4Q15

    Organically, TEF’s revenue rose robustly by ~18% year-over-year to ~1 billion euros in Argentina during 4Q15.

    By Ray Sheffer
  • uploads///FAOAXs Top Ten Invested Geographies
    Fund Managers

    What You Should Know about the Fidelity Advisor Overseas Fund

    The Fidelity Advisor Overseas Fund – Class A (FAOAX) was incepted in September 1996 and has an expense ratio of 1.4%.

    By David Ashworth
  • uploads///Telecom Telefonicas Organic OIBDA Growth
    Earnings Report

    What’s the 2016 Outlook for Telefónica?

    Telefónica reported its 2015 results on February 26, 2016. The telecom player’s revenue figure was ~47.2 billion euros for the year.

    By Ray Sheffer
  • uploads///T Rowe Price European Stock Fund Vs Peers
    Company & Industry Overviews

    The T. Rowe Price European Stock Fund: No Standout Performer

    The T. Rowe Price European Stock Fund (PRESX) is one of the larger funds in this review. It was managing assets worth $1.6 billion as of January 2016.

    By David Ashworth
  • Company & Industry Overviews

    OIGAX: What Factors Have Supported Its Strong Performance?

    The Oppenheimer International Growth Fund – Class A (OIGAX) has been in existence since March 1996.

    By David Ashworth
  • uploads///
    Macroeconomic Analysis

    Pound Fell to a 7-Year Low despite Strong Inflation Data

    The pound-US dollar currency pair has been on a downtrend since the beginning of the year. It fell by 0.46% on January 16, 2016.

    By David Meyer
  • uploads///
    Macroeconomic Analysis

    Bank of England’s Meet Provides a Slight Uptick to the Pound

    The pound-US dollar currency pair was on a downtrend in the new year. It saw a slight uptick on January 14, 2016. It posted a slight gain of 0.17% for the day.

    By David Meyer
  • uploads///Telecom TEF Fixed Spain Revenue Q
    Earnings Report

    Telefonica’s Fixed Services Supported Revenue Growth in Spain

    Telefonica’s revenue from fixed services in Spain increased sharply by 4.6% YoY to 2.2 billion euros in 3Q15, largely due to a YoY increase in the fixed broadband and new services component.

    By Ray Sheffer
  • uploads///telecom Vodafone amap revenue
    Earnings Report

    Revenue of Vodafone’s AMAP Segment Continued to Grow

    In this part of our series, we’ll look at the performance of Vodafone’s AMAP—short for Africa, the Middle East, and Asia-Pacific—segment in fiscal 1H16.

    By Ray Sheffer
  • uploads///UEJ ROE
    Company & Industry Overviews

    Japanese and European Equities Offer Relative Value

    A Janus Capital (JNS) report for 2015 outlook by Bill Gross stated, “We like Japanese and European equities due to cheap valuations and monetary boosters.”

    By Surbhi Jain
  • uploads///Screenshot
    Miscellaneous

    How Does Bharti Airtel Fit in to Ericsson’s Growth Strategy?

    Ericsson has entered into a four-year deal with Indian telecommunication provider Bharti Airtel to deploy 3G and 4G networks in various cities in India.

    By Puja Tayal
  • uploads///part
    Company & Industry Overviews

    By Revenue, China Mobile Is World’s Largest Telecom Company

    As of August 2015, AT&T is the second-largest telecom company in the world after China Mobile.

    By Adam Rogers
  • uploads///Screenshot
    Miscellaneous

    Is the Indian 4G LTE Market Set for Rapid Growth?

    According to a Strategy Analytics survey, by 2016 India would surpass Japan to become the third largest 4G LTE market in the world.

    By Puja Tayal
  • uploads///Macro global competitiveness report
    Company & Industry Overviews

    Apple’s iPhone Manufacturer Foxconn to Invest $5 Billion in India

    Foxconn announced its intention to invest $5 billion over the next five years in India to set up factories and R&D (research and development) centers.

    By Puneet Sikka
  • uploads///italy inflation rate
    Macroeconomic Analysis

    Italy’s Inflation Rate Rose to 0.3% in July, yet EWI Fell 0.88%

    The ECB’s (European Central Bank) monetary stimulus package seems to be working well for most Eurozone economies, especially Italy.

    By Surbhi Jain
  • uploads///Eurozone PMI
    Macroeconomic Analysis

    Eurozone Business Activity Seems Undeterred by Greek Crisis

    Markit Economics’ Final Eurozone PMI Composite Output Index report for July exceeded expectations despite the Greek crisis.

    By Surbhi Jain
  • uploads///part
    Macroeconomic Analysis

    Global Telecom Companies Are Growing Rapidly in 2015

    Global telecom firms continue to grow from strength to strength in 2015. Positive market trends in mobile broadband, cloud computing, and big data management have ensured steady growth.

    By Adam Rogers
  • uploads///Verizon Wireless vs Wireline
    Earnings Report

    Wireless segment drives growth at Verizon

    Verizon’s overall revenues grew by a year-over-year rate of 4.3% in 3Q14. The Wireless segment contributed 68% as of 3Q14.

    By Puneet Sikka
  • Technology & Communications

    Analyzing Verizon’s growth opportunities and important risks

    Verizon (VZ) is the biggest telecom company in the U.S. in terms of its market cap, which currently stands at above $200 billion. Verizon has two main businesses—Wireless and Wireline.

    By Puneet Sikka
  • uploads///T
    Healthcare

    Renaissance Technologies buys a new position in AT&T

    Renaissance Technologies started a new position in AT&T Inc. (T) that accounts for 0.24% of the fund’s $41 billion U.S. long portfolio.

    By Samantha Nielson
  • uploads///FB
    Real Estate

    Why did AQR Capital Management increase its stake in Facebook?

    AQR Capital upped its stake in Facebook, Inc. (FB) by 3,444,423 shares in 4Q from 477,636 shares in 3Q.

    By Samantha Nielson
  • uploads///GLPI presso
    Real Estate

    Why AQR Capital bought a stake in Gaming and Leisure Properties

    AQR opened a brand new position in Gaming and Leisure Properties (GLPI) that accounts for 0.12% of the fund’s 4Q portfolio.

    By Samantha Nielson
  • uploads///Paulson
    Consumer

    Must-know: Paulson & Co’s positions in 4Q 2013

    In this series, we will discuss some of the main positions traded by Paulson during 4Q 2013.

    By Samantha Nielson
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