![]() ![]() UBS Should Benefit From Credit Suisse TakeoverĬredit Suisse shareholders will feel shortchanged, but salvaging at least s.Market volatility continues for Canadian bank stocks, but funding is stable and unrealized los. Will Canadian Banks Be Impacted by the Global Banking Crisis?.However, the firm’s North America user count has continued to grow even after the coronavirus pandemic. TikTok may make it more difficult to attract users away from, or keep them from migrating to, TikTok. For Snap, which has a weaker network effect than Meta, a possibly more trusted U.S. ![]() ![]() ![]() Plus, per Meta’s user count, the presence of TikTok has not affected Meta’s network effect. Any interruption or decline in the quality of TikTok’s ability to provide relevant and engaging content could push its users and creators to spend more time on other platforms.Īnd third, Meta could be the main beneficiary of a TikTok sale as an increased focus on the presence of a formidable competitor like TikTok may reduce antitrust pressure on Meta and weaken the Federal Trade Commission’s case. Second, before any deal can be executed, there will be questions about whether TikTok’s powerful algorithms, which were developed by engineers at ByteDance, can be used after the deal, or must be completely rebuilt. Obviously, if a ban is approved and enforced, the content, user count and engagement, and likely ad dollars for Snap, Instagram, and YouTube will increase. We are maintaining our US$154, US$260, and US$16 fair value estimates for Alphabet GOOGL, Meta META, and Snap SNAP, respectively.įirst, this uncertainty could push some TikTok content creators to focus more on, and possibly begin, pushing their audiences to other social network platforms. In our view, the uncertainty surrounding the possible ban or sale of TikTok could benefit Snap, Meta’s Instagram, and Google’s YouTube. Maintaining Fair Value Estimates on Alphabet, Meta and Snap Stocks ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |