Discussions with Korean Telcos on the 5G Service Roll-Out
This report details the discussions we recently had with the major Korean telcos regarding their plans for 5G service roll-out and capex plans. It...
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Who Will Buy The Carlyle Group's ADT Caps? At What Price? - Impact on SK Telecom & KT
It has been reported in the media in recent weeks that The Carlyle Group is planning to sell its stake in ADT Caps, the second largest security...
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Internet of Things Will Change the World (Part 8): Visit to 2017 IoT Exhibition & Conference in Coex
I attended the 2017 IoT Exhibition & International Conference (Seoul) this past week, which is the largest one for the IoT sector in Korea. The...
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SK Group Restructuring - More Data Analysis (Relative Valuations)
SK Holdings Co Ltd (034730 KS) or SK Telecom (017670 KS)? Which one should we buy? To answer this question, we'd surely have to understand and...
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SK Group Restructuring - Local Institutions Are Already Making A Move
We are now seeing a very interesting move from Korea's local institutions on those SK Group restructuring stocks. Last week, to be specific from...
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