SK Telecom-Socar-KEPCO Vs. KT-Tesla-POSCO ICT In Korea's Connected Car Market
SK Holdings (034730) acquired 20% stakes in Socar (Korea’s largest car sharing company) for ₩59bil last November, and yesterday Korea’s largest...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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KT Skylife's Potential for Re-Rating: Ironic Situation Surrounding UHD Growth
We need to be honest with KT Skylife’s current situation.I have no intention to play down its subscriber growth achievement in 2Q16. Its total net...
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FTC's Official Rejection: What Now for SKT and CJH? And Implication from Other Angle
Korea’s FTC made its final decision. Now, SKT-CJH deal is officially rejected. The Ministry of Science, ICT and Future Planning also said that it...
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Korea's MVNO Market Analysis
This is an analysis of the MVNO (mobile virtual network operator) market in Korea. The following are the three key highlights we would like to...
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