Share Classifications: Mid-December 2018 Snapshot
This weekly share class summary is a companion insight to Travis Lundy's H/A Spread & Southbound Monitor - most recently discussed in H/A...
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Korean Telcos: Deteriorating Operating Trends Do Not Support the Re-Rating Seen Recently.
The Korean telecom operators reported weak 3Q18 results, with mobile service revenue (MSR) trends deteriorating once again driven by regulation....
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Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
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SK Telecom Stub: Equity Carve-Out Creates Stub Trade Opportunity
NAV basis, SK Telecom (017670 KS)'s stub is valued at ₩15.4tril assuming a 30% holdings discount. EV/EBIT wise, this is only a 17~18% premium to...
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Last Week in Event SPACE: NTT/NTT Docomo, Alpine, Genting, Greencross, Eclipx, LG Uplus
Last Week in Event SPACE ... The ongoing saga of the Ntt (Nippon Telegraph & Telephone) (9432 JP) vs NTT Docomo Inc (9437 JP) Push-Me-Pull-You...
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