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Viacom/CBS talk again, as investors seek the shadowy hand of Verizon

The US media community is now starting to be seen in terms of two done deals and one that some analysts feel must get done – the AT&T purchase of Time Warner, the acquisition of Fox assets by Disney pre-Christmas, and the potential for Apple to go after or create a Netflix, a move we have already dismissed as weak, but that doesn’t mean it won’t happen. So now US financial analysts are looking at the deal we suggested back in late 2016, that is the merger of CBS and Viacom once more, from the businesses which separated back in 2006. But seen in the context of the AT&T deal for Time Warner, investors are more worried about AT&T’s rival…

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