The 5G Problem - SELL Theme Themes
One of expected beneficiaries of the COVID pandemic has been the 5G supply chain in Korea with government increasing their 5G spend as well as the...
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Wirecard – The Cookie Crumbles
*Insolvency Filing: Wirecard’s (WDR.GY) ongoing last minute negotiations with lenders (including the purported debt for equity swap and asset...
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Masmovil: Target Shareholders Looking for a Bump
A trio of PE funds - KKR, Cinven, and Providence - have launched a takeover bid to acquire a majority stake in Spanish telecom operator MásMóvil...
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Softbank IPO:Â A 5% Dividend Yield Means Little if There Is No Risk Buffer
There has been a lot of coverage on this highly anticipated IPO by Smartkarma IPs.We provide our own perspectives on the IPO below.We focus on the...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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