bearish
Korean Telcos: Revenue Pressure Is Hitting Earnings. Share Price Gains Are Starting to Fade.
422 Views01 Nov 2018 15:29
We recently downgraded the Korean telecom operators as they have been among the best performing telcos globally in the last few months (at least...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
New Street Research
Differentiated global TMT & Internet Research
- China Mobile and SK Telecom Defensive Plays and Top Trade Set Ups12 Dec 2018
- Korean Telcos: Deteriorating Operating Trends Do Not Support the Re-Rating Seen Recently.07 Dec 2018
- SK Telecom Stub: Equity Carve-Out Creates Stub Trade Opportunity21 Nov 2018
- Korean Telcos: Revenue Pressure Is Hitting Earnings. Share Price Gains Are Starting to Fade.01 Nov 2018
- Major Highlights of SK Telecom's 3Q18 Earnings Conference Call30 Oct 2018
- Start Building Long Position on SK Telecom for Split/IPO, It's Not Too Early30 Sep 2018
- Korean Telecoms: Easing Competition Offsets Regulatory Pressure06 Jun 2018
x