bearish
The Rise of the Fourth Telco in Korea - Breaking the Oligopoly
538 Views06 Jul 2023 17:06
SUMMARY
- The Korean government announced today that it will allow a fourth telco in Korea in order to reduce the oligopoly structure dominated by the three existing telcos.
- This decision to allow another telco in Korea will have a major negative impact on the existing three telcos in Korea.
- On a relative basis, we think that this could have a worse impact than LG Uplus as compared to SK Telecom due to greater price sensitivity of LG Uplus' customers.
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