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...
329 Views
SK Telecom (017670): What Is Chairman Chey Really Thinking?
What is really in the mind of Chairman Chey? What is his ābig pictureā? What is certain is that he has a long-term strategy for the entire SK...
405 Views
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...
384 Views