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Jefferies

Bank: Indian subs will pay more for Netflix

A report from investment bank Jefferies on Netflix says that 90 per cent of the streamer’s Indian subscribers would pay at least an extra $1.32 per month, and thus generating a future potential beneficial revenue tail wind for APAC revenue growth. Indeed, the Jeffries survey shows 35 per cent of India respondents would happily pay […]

October 5, 2020

Bank: Covid continues to benefit video games sector

Despite Europeans youths returning to schools, colleges and universities, the new widespread adoption of tighter lockdown rules is likely good news for the video games sector. A report from investment bank Jefferies says: “In demand terms, we believe that surveys support a significant and lasting increase in the market for games. Our global survey of […]

September 25, 2020

Israel’s Bezeq rated a ‘Buy’

Investment bank Jefferies has initiated coverage of Israeli telco and broadcaster Bezeq and giving the company a ‘Buy’ rating. Jefferies confirms that Bezeq, which supplies fixed-line and cellular telephony and is the 100 per cent owner of pay-TV operator YES TV, will launch its fibre network later this year following a change to Israeli regulations […]

September 11, 2020

Bank: “SES could suffer much lower revenues”

Earlier this week Giles Thorne, a media & telecoms analyst at investment bank Jefferies, gave Eutelsat a set of rosy expectations and a target share price of €18. A similar examination of prospects for satellite operator SES does not deliver the same optimistic forecasts… Indeed, the bank’s summary is pretty miserable, and despite a ‘Buy’ […]

September 4, 2020

Bank: Netflix has more pricing power

A report on a survey conducted by equity analysts at investment bank Jefferies says that despite the spectacular growth and financials from Netflix there is still plenty of subscription upside for the streamer. Jefferies conducted a survey across three key markets: the well-established US and UK markets and India – where there is undoubtedly growth […]

July 9, 2020By Chris Forrester

Bank: “Vivendi to suffer deep declines”

Media conglomerate Vivendi will report its Q2 numbers on July 30th, and a report from investment bank Jefferies says it is anticipating “deep declines across all 4 key Vivendi divisions”. The bank says that year-on-year Vivendi’s revenues numbers could be down 9 per cent to €3.544 billion for the quarter-year. As to Vivendi’s key divisions, […]

July 9, 2020