D'Live Sale, LG Uplus & Foreign Buying
D'Live is again up for sale. Samil PWC is now doing due diligence on D'Live in preparation for sale. Samil PWC started it late last month, and it...
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Korean Telcos Delivering Strong Cash Flow with Low Valuations.
With the three Korean telcos having reported 1Q17 numbers, we summarize the results and discuss the outlook for the sector in this note. Our key...
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SK Telecom's Focus on Profitability Is Bearing Fruit
SK Telecom's (017670 KS) 1Q17 results were slightly disappointing at the revenue line with the mobile revenue decline accelerating marginally....
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Regulatory Risks Resurface to Lower Telecom Rates in Korea
For the past two decades, there has been a recurring regulatory risk of the Korean government's efforts to reduce telecom tariff rates. This risk...
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No More Defensive Play, Let's Assess SK Telecom from Business Fundamentals
Remember the last time SK Telecom (017670 KS) (and Korea's two other telcos) took center stage in Korean stock market about 3 years ago? We were...
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