Korean Telecoms: Pressures Easing but Regulatory /Competition Risks Remain. Prefer SKT
When Alastair Jones wrote about the Korean telecom sector last September, he was worried about rising risks from more aggressive regulatory...
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Philippine Telcos: Third Entrant Noise to Persist
When we last wrote about the Philippines, Iain Johnston was hopeful for an improved telecom market in the Philippines with optimism over improving...
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CJ O Shopping & CJ E&M Merger Summary
CJ O Shopping Co Ltd (035760 KS) and CJ E&M Corp (130960 KS) said in their respective regulatory filings that they would merge with each other....
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A Major Change in the Separation of Mobile Service & Handset Sales Distribution?
In the past week, there have been numerous Korean local media reports that suggested that a major change could occur in separating the mobile...
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Update on CJ Hellovision - An Intriguing Catalyst Approaching Near
There has been a big divergence in the share prices of SK Telecom (017670 KS) and Cj Hellovision Co Ltd (037560 KS) YTD. SK Telecom shares are up...
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