Asian Fixed Broadband: Consolidation Story
We see opportunity for consolidation in the Asian broadband space. Our view is that convergence and consolidation between fixed and mobile telecoms...
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SKT's move to acquire CJ Hellovision removes a potential competitor and delivers fixed line scale
We had viewed CJ Hellovision (CJH) as a potential base for a 4th Korean telco operator. As we have seen in European markets, cable is valuable to...
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