eResearch

Elliott Investment Pushes Honeywell to Split into Two Independent Businesses

November 13, 2024 Chris Thompson

Elliott Investment Management has invested over $5 billion in Honeywell International and is advocating for the company to split into two independent businesses: Honeywell Aerospace and Honeywell Automation. The activist investor believes this separation could drive a 51%-75% share price increase by improving operational performance and valuation. This move follows a broader trend of industrial conglomerates simplifying their structures. Honeywell has acknowledged Elliott’s input and remains committed to sustainable growth and strategic portfolio optimization. [more]

The 5G race with AT&T, Verizon, T-Mobile, and Sprint

January 11, 2020 Jay Yi

The 5th generation (“5G”) wireless network has been highly anticipated with its promise for reducing congestion in networks while increasing data speed significantly. [more]

Analyst Articles

Netflix Beats on Earnings, Plans to Raise US$2B in Debt for Content, but is it Sustainable?

October 21, 2019 Jay Yi

Netflix beat analyst earnings expectations for Q3/2019, but weak guidance, increased competition, and continued losses in operating cash flows has continued its stock price’s decline. [more]

Recent Facebook and Google Fines Total Over $14B, Are there More Fines to Come?

September 10, 2019 Jay Yi

The attorney generals of all 50 U.S. states and territories announced antitrust investigations of Alphabet, Google’s parent company, Could Google face the same fate that happened to AT&T in 1984? [more]

$3.2B Stakeholder in AT&T Criticizes Acquisitions but Still Believes Company has Potential to Double in Price

September 9, 2019 Chris Thompson

AT&T recorded weak performance past 10 years and underperformed S&P 500 Index by 150% [more]

Analyst Articles

Disney’s Quarterly $20B Revenue Below Consensus but Focus Remains On Streaming Services

August 7, 2019 Chris Thompson

Disney reported FQ3/2019 financials with revenue below consensus estimates and significant operating losses from its recent acquisition of 21st Century Fox. [more]

Netflix Loses Top Two Shows as Competition Rises for Intellectual Property

July 10, 2019 Jay Yi

The media industry was quickly disrupted by Netflix , a movie & TV show online (streaming) service as the Company took market share of viewers from legacy media offerings such as cable and satellite. [more]