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...
943 Views
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...
539 Views
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...
282 Views
Korean Regulator Officially Rejects Merger Between SK Broadband & CJ Hellovision
After eight long months of long wait, the Korea Fair Trade Commission (KFTC) finally announced its rejection of the merger between Sk Broadband Co...
360 Views
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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