California PUC Releases Scoping Memo on Sprint/T-Mobile Merger
The California Public Utilities Commission has projected a final vote next June on T-Mobile’s proposed $26.5 billion acquisition of Sprint...
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Sprint/T-Mobile Merger Might Complicate Millimeter Wave Auctions
As T-Mobile and Sprint seek regulatory approval for their pending merger, which may require significant divestments if approved by regulators, it...
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SoftBank (9984 JP) - A Valuation Framework And Preparation for the Domestic Telco IPO in December
In the spirit of October and Halloween, looking at a sum-of-the-parts for Softbank Group (9984 JP) is kind of like piecing together Frankenstein -...
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Asian Telecom 2Q18 Tower Trends
The major event in the Asian tower space recently was the IPO of China Tower (788 HK). We have written on China Tower recently see it as an...
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Why SoftBank's (9984 JP) Holdco Discount Is Narrowing
Historically, SoftBank's NAV discount has been one of the largest in the world. There were many explanations for this, from tax treatment issues to...
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