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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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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Samsung Electronics Common-Pref Spread - Data & Situational Study
Let's do one interesting study here. In the last month (Oct 10-Nov 3), Samsung Electronics Pref Shares (005935 KS) ranked fifth in the local...
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Internet of Things Will Change the World (Part 8): Visit to 2017 IoT Exhibition & Conference in Coex
I attended the 2017 IoT Exhibition & International Conference (Seoul) this past week, which is the largest one for the IoT sector in Korea. The...
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SK Group Restructuring - More Data Analysis (Relative Valuations)
SK Holdings Co Ltd (034730 KS) or SK Telecom (017670 KS)? Which one should we buy? To answer this question, we'd surely have to understand and...
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