Start Building Long Position on SK Telecom for Split/IPO, It's Not Too Early
SK Telecom's top management is planning to split SKT in the form of spinout (physical division). They will then IPO SKT Opco to raise additional...
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LG Uplus & KT & CJ Hello Are Moving Like a Pendulum: Short-Term Trade Idea on LG Uplus
LG Uplus and CJ Hello prices will likely be pegged at a market cap ratio of max 10%. Now, we have another pairing (LG Uplus/KT), which may give us...
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This Week in Blockchain & Cryptos: Bitcoin's Vol, Bitmain's New Rig, & Google Allows Crypto Ads
Google & Facebook allows cryptocurrency related advertising - Google and Facebook announced that they will allow advertising related to...
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Philippines Telcos: Waiting for a Third Operator, or Not.
While the Philippine telecom market continues to show solid growth, investor focus remains on the risk of a third entrant. On that front,...
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Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
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