Korea Telcos Struggle as Competitive Intensity Rises. 5G Not an Opportunity (Yet).
In the last set of results from the Korean operators (2Q19), we can now see the impact 5G is having on the market. It is not positive! Only 2% of...
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Screening the Silkroad: Small-Mid Cap High-Risk Names to Avoid: Q3 2019
Reduced List, but significant all the same OurQ2-2019 Small-Mid Cap High-Risk list of stocks (Screening the Silkroad: Small-Mid Cap High-Risk...
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Labor Unions' Negative Impact on Samsung Electronics & POSCO
A pivotal year in the formation of labor unions in South Korea was in 2018. This is because numerous high-profile companies including Samsung...
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Share Classifications: A Year In Review
This share class monitor provides a snapshot of the premium/discounts for various share classifications around the region over a 12-month period,...
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Korean Telcos: 5G Capex Ramp Will Put More Pressure on Already Sub Par Returns
The Korean telco's have outperformed the local index, benefiting from their perceived defensive qualities. That is despite the sharp drop in...
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