Breakingviews TV: Baggage claim
Posted on Friday May 25, 2018
An experienced short seller has targeted $6 billion luggage maker Samsonite. Quentin Webb and Jeffrey Goldfarb discuss what it means for the company, as well the possible repercussions for the Hong Kong exchange where it is listed.
Breakingviews TV: Car tariffs
Posted on Thursday May 24, 2018
The White House is eyeing levies on imported autos - something that would leave car buyers, investors and manufacturers worse off. Antony Currie explains how this tough talk could backfire.
Breakingviews TV: Tiffany shines
Posted on Wednesday May 23, 2018
May 23 – The jewelry chain gave shareholders a gem of a quarter, with earnings jumping 53 pct. Antony Currie and Tom Buerkle explain how new CEO Alessandro Bogliolo pulled it off – and why Tiffany’s turnaround may not be the right blueprint for other struggling retailers.
Breakingviews TV: Smackdown!
Posted on Tuesday May 22, 2018
May 22 - Vincent McMahon’s wrestling juggernaut WWE is close to inking a deal with Rupert Murdoch’s Twenty-First Century Fox that would bring in $1 bln. It would be another savvy move by the man who made Hulk Hogan, Jen Saba tells Rob Cox.
Breakingviews TV: The GE train
Posted on Monday May 21, 2018
The conglomerate is offloading its subpar locomotive business by selling part of it to rival Wabtec and handing most of the rest to shareholders. It gets CEO John Flannery’s turnaround on track – and gives a hint to how he might shed other divisions.
Breakingviews TV: Fortnite fun
Posted on Friday May 18, 2018
The $500 bln Chinese gaming and payments titan Tencent alleviated fears about declining profit margins with a big pop in quarterly revenue. Robyn Mak and Jeffrey Goldfarb discuss how the latest craze, "Fortnite: Battle Royale" will help sustain the enthusiasm.
Breakingviews TV: Female factor
Posted on Thursday May 17, 2018
The workforces of Apple, Google and Facebook are lopsided in men’s favor. Males make up roughly 70 percent. To get to gender parity will take up to 15 years. Richard Beales and Jennifer Saba discuss the various necessary targets to get there.
Breakingviews TV: Pet ceremony
Posted on Wednesday May 16, 2018
Antony Currie and Rob Cyran explain how animal-health company Zoetis is hoping the growing trend of people treating their dogs, cats, snakes and gerbils more like humans will help it get decent returns from an expensive $2 bln deal for Abraxis.
Breakingviews TV - Trump drug dump
Posted on Tuesday May 15, 2018
The president has unveiled long-promised plans to bring down the price of prescription medication. Antony Currie and Robert Cyran explain how it’s far more of a sop to the pharma industry than a salve for overcharged consumers.
Breakingviews TV: Xeroxed deal
Posted on Monday May 14, 2018
Antony Currie and Richard Beales talk about Xerox’s latest agreement with Carl Icahn and Darwin Deason. The copying pioneer has terminated a sale to Fujifilm, its CEO is leaving and most directors have quit. The question is whether the activist investors can print a better trade.