The Week That Was in NorthAsia@Smartkarma: Korean Pref, Kansai Mirai Arb, JDI Rise, & SE Stock Split
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Time to pay proper attention to Korean pref sharesI...
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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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FCC Abandons Net Neutrality - What Does This Mean For Korean Telcos?
The Federal Communications Commission (FCC) in the US announced that it will abandon net neutrality. This was against the wishes of millions of...
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Discussions with Korean Telcos on the 5G Service Roll-Out
This report details the discussions we recently had with the major Korean telcos regarding their plans for 5G service roll-out and capex plans. It...
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Who Will Buy The Carlyle Group's ADT Caps? At What Price? - Impact on SK Telecom & KT
It has been reported in the media in recent weeks that The Carlyle Group is planning to sell its stake in ADT Caps, the second largest security...
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