Internet of Things Will Change the World (Part 2) - Korea; Strong Market Growth in 2015
Internet of Things will change the world. This is Part 2, focusing on the strong market size growth of IoT market in Korea in 2015. We also...
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Internet of Things Will Change the World (Part 1) - Korea; Patent Leaders
Internet of Things will change the world. This is Part 1, focusing on the patent leaders in the Internet of Things in Korea.Why focus on Internet...
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Asian Fixed Broadband: Consolidation Story
We see opportunity for consolidation in the Asian broadband space. Our view is that convergence and consolidation between fixed and mobile telecoms...
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SK Telecom (017670): What Is Chairman Chey Really Thinking?
What is really in the mind of Chairman Chey? What is his “big picture”? What is certain is that he has a long-term strategy for the entire SK...
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SKT's move to acquire CJ Hellovision removes a potential competitor and delivers fixed line scale
We had viewed CJ Hellovision (CJH) as a potential base for a 4th Korean telco operator. As we have seen in European markets, cable is valuable to...
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