Korean Telecoms: SKT the Pick of the Results, with KT Seeing Good Revenue Growth but Weak Ebitda
KT (030200 KS) was the last of the three Korean telcos to report. We wrote about LG U+ (032640 KS) numbers earlier this week and Douglas Kim...
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KOSPI - A Correction After Breaking Out of the Box
In this report, we analyze the six bear markets in the KOSPI in the past 20 years and compare them to the current situation where volatility has...
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SK Telecom: Major Highlights from 4Q17 Conference Call
SK Telecom (017670 KS) slightly missed the consensus earnings estimates in 4Q17. However, the focus of SK Telecom's conference call this morning...
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LG U+ Spends to Win Share but Margins Are Down. We Remain Cautious.
LG U+'s (032640 KS) 4Q17 results were similar to its 3Q numbers. The results were seen as slightly better than expected, as noted by Douglas Kim in...
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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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