Jennifer Johnson

Jennifer Johnson is a London-based columnist for Breakingviews, where she covers the telecoms, media and retail sectors. She was previously a reporter for the Investors’ Chronicle and she holds a master’s degree in financial journalism from City, University of London.

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Recent stories

  • Vodafone M&A spree leaves German problem untouched
    CEO Margherita Della Valle has spent the past 18 months remodelling the $23 bln telco by striking deals in Britain, Spain and Italy. But the shares have trailed European rivals’. To change that, the former finance chief will have to tell a better Teutonic growth story.
    12 Nov 2024
  • Vivendi activist’s critique falls on deaf ears
    Pushy fund CIAM reckons a planned carveup of the 10-bln-euro media empire favours the controlling Bolloré clan. That’s true. Yet the split at least eases a conglomerate discount. And since voting it down would be a leap into the unknown, investors will probably just stay in line.
    1 Nov 2024
  • Philips’ China misery renews case for bold surgery
    The $25 bln Dutch medical group’s shares fell up to 17% after it said it would barely grow this year. Weak demand in its key Chinese market means any recovery is far off. The weak outlook makes it harder to justify keeping its sprawling consumer and healthcare divisions together.
    28 Oct 2024
  • Danone’s yogurt bounty can spur M&A spree
    24 Oct 2024

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