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Sprint認低威 買Tidal爭上位

承認自家產品有多差是一種奇怪的市場策略,但美國電訊公司Sprint勇於嘗試。在最新一波宣傳攻勢中,Sprint ...全文

今日信報理財投資THE LEX COLUMN2017年01月25日

中興通訊受惠5G發展

告別2016年,今年投資有何新主意?剛過去的11月,華為的Polar Code方案分別擊敗美國高通(Qualc ...全文

今日信報理財投資個股策略盧斯2017年01月03日

電訊併購 寄望狂人

電訊業今天以「流動」掛帥,但奇怪的是,在這個智能手機當道的年代,贏家並非大流動電訊商,而是Facebook、G ...全文

今日信報理財投資THE LEX COLUMN2016年12月30日

【國際金融篇】白宮新主交政績 受惠概念炒定先

在美國總統大選結果出爐之前,幾乎所有金融市場評論家都說,倘若共和黨特朗普當選的話,市場將會出現典型的恐慌反應, ...全文

2016年12月09日

Sprint/T-Mobile交易命不該絕

日本軟銀(SoftBank)的創辦人孫正義在10月訪美的時候,半開玩笑地說:「這個國家的公義在哪裏?!」他質疑 ...全文

今日信報理財投資THE LEX COLUMN2016年12月08日

中國主導5G 牽動概念股

「深港通」一拖再拖, 大家對其開通已無太多期許,情況一如女神約你食飯,但約足年幾兜兜轉轉,蚊都瞓;再講,這個女 ...全文

今日信報理財投資運籌制勝方立祺2016年11月28日

網路平台綑綁策略

最近幾個併購個案,參與的企業規模極大,影響深遠。個案一是DiDi Chuxing用10億美元加20%股份併購U ...全文

今日信報理財投資商管啟示杜志挺2016年11月24日

fb棄增長 遇強方愈強

社交媒體集團Facebook(fb)大發慈悲,決定明年起限制在該網站動態消息上展示的廣告數目, 務求改善用戶體 ...全文

今日信報理財投資THE LEX COLUMN2016年11月08日

What can investors learn from AT&T?

Whether it is Verizon, Comcast, AT&T or other telecom and cable operators, these service providers are essentially doing the same thing -- delivering content to consumers for a fee. Amid fast-chan ...More

EJ Insight2016-10-31

AT&T-Time Warner deal sparks calls for scrutiny

A proposed US$85 billion takeover of Time Warner Inc. by AT&T Inc. is raising concern on the campaign trail, making it likely that regulators will closely scrutinize the effort to create a new tel ...More

EJ Insight2016-10-24

AT&T, Time Warner executives discussed merger: Bloomberg

Senior executives of telecommunications company AT&T Inc. and media conglomerate Time Warner Inc. have discussed various business strategies including a possible merger in recent weeks, Bloomberg ...More

EJ Insight2016-10-21

Google unwraps Pixel phone, virtual assistant

Google has unveiled a new smartphone and a virtual reality headset, challenging Apple Inc.'s iPhone at the high end of the US$400 billion global smartphone market. Alphabet Inc., Google's parent, made ...More

EJ Insight2016-10-05

US regulators pave way for speedy next-generation 5G networks

US regulators paved the way for a lightning-fast next generation of wireless services in a move, making the United States the first country to set aside an ample amount of airwaves for so-called 5G wi ...More

EJ Insight2016-07-15

Verizon seen launching Yahoo bid; Google said to be weighing

...  adding that the telecoms giant is willing to acquire Yahoo's stake in its Japan subsidiary to help sweeten the offer. Meanwhile, AT&T and Comcast, which were earlier considered to be among the po ...More

EJ Insight2016-04-08

Amazon said to mull creation of new online pay-TV service

Amazon.com Inc. is looking at creating an online pay-TV service to complement its existing video offerings, Bloomberg News reported, citing sources familiar with the matter. The e-commerce giant has r ...More

EJ Insight2015-10-08

Corporate chiefs less optimistic about US growth outlook

...  one done at the end of last year. In the most recent survey, 70 percent of respondents said they expected sales to rise in the next six months, down from 80 percent in the first quarter, while 35 per ...More

EJ Insight2015-06-09

Dish, T-Mobile in multibillion-dollar merger talks

... Journal that the talks were still in the “the formative stage” and it is possible that a deal might not be completed. But if it is completed, the deal would be the latest multibillion-dollar combinati ...More

EJ Insight2015-06-04

Obama set to sign surveillance reform bill into law

... ame way that they do now for billing purposes. But instead of routinely feeding US intelligence agencies such data, the companies would be required to turn it over only in response to a government req ...More

EJ Insight2015-06-03

Nokia buys Alcatel-Lucent in all-share deal

Finnish telecom network equipment maker Nokia has agreed to buy Alcatel-Lucent in an all-share transaction that values its smaller French rival at 15.6 billion euros (US$16.6 billion). Nokia will give ...More

EJ Insight2015-04-15

Training revolution

... mplains that they cannot find skilled workers, innovative partnerships between governments, employers, and educational institutions are beginning to fill the void. Governments bear the primary respons ...More

EJ Insight2015-02-02

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