RSS Reuters Video: Breakingviews

  • Breakingviews TV: Ping An flop
    China’s largest insurer is listing its OneConnect unit with a $5 bln price tag, a third below its last valuation. It’s the latest in a string of float flubs for Ping An. Clara Ferreira Marques and Alec Macfarlane discuss what this means for its tech credentials.
  • Breakingviews TV: Bumpy flight
    United Airlines is ditching its independent chair, making Oscar Munoz executive head of the board with Scott Kirby replacing him as CEO. Rob Cyran explains why this is a subpar move – and why it could entice activists to take another jab at the underperforming airline.
  • Breakingviews TV: Italian banks
    Unicredit is short on growth but is pledging 8 billion euros of dividends and buybacks to keep investors happy. There’s little the bank run by Jean Pierre Mustier can do about rock-bottom rates, says Lisa Jucca. And since Europe makes big deals hard, big payouts will have to do.
  • Breakingviews TV: Shopping pall
    The owner of American Dream, one of the largest malls in the country, reckons it has the answer to declining in-store sales as more goods are bought online: pack the complex with roller coasters, water slides and an ice rink. Jennifer Saba examines its chances of success.
  • Breakingviews TV: Copy that
    The $8 billion Xerox wants to buy HP for $33 billion – so much so, it says it’s willing to go hostile. A merger may make sense, but a less risky deal would be HP buying Xerox. John Foley explains how Carl Icahn and both companies’ owners would do just as well in that scenario.
  • Breakingviews TV: Fever pitch
    Nov 29 - Buyout shop Silver Lake is buying about 10% of the company that owns British Premier League soccer club Manchester City, valuing it at $4.8 bln. Clara Ferreira Marques and Peter Thal Larsen discuss how the unusual investment could manage to score financial returns.
  • Breakingviews TV: Bloomberg M&A
    The ex-New York mayor is running for U.S. president as a Democrat. So he may have to sell his eponymous news-and-data firm. John Foley walks through who the potential buyers of the $60 billion outfit might be, from Microsoft and IBM to the Intercontinental Exchange and CME.
  • Breakingviews TV: AMLO spirits
    Mexico’s recession is a blow to President Andres Manuel Lopez Obrador, who took office a year ago promising 4% GDP growth. Budget cuts aren’t helping, and indebted national oil company Pemex needs support. Regional unrest raises the stakes further, Anna Szymanski explains.
  • Breakingviews TV: Merger urges
    Charles Schwab’s $26 billion deal for TD Ameritrade has been in the cards for years. John Foley explains why it’s happening now – and why around half the value of the deal may end up being passed on to customers. A Xerox-HP combo, on the other hand, may yet be a while off.
  • Breakingviews TV: Makeup exam
    Model Kylie Jenner agreed to sell half her eponymous cosmetics line to Coty for $600 mln on the same day Estée Lauder unveiled plans to buy the South Korean maker of Dr. Jart at a $1.7 bln valuation. Sharon Lam and Jeffrey Goldfarb judge the M&A beauty contest.