LG Uplus: Two Key Catalysts in 2019 (5G Roll-Out & Potential Acquisition of CJ Hellovision)
LG Uplus Corp (032640 KS) was a clear market winner in 2018 as the stock was up 26% last year versus KOSPI which was down 17%. We think that LG...
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Korean Telcos: Deteriorating Operating Trends Do Not Support the Re-Rating Seen Recently.
The Korean telecom operators reported weak 3Q18 results, with mobile service revenue (MSR) trends deteriorating once again driven by regulation....
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2019 Korea M&A Market Outlook - What’s For Sale?
We highlight 20 Korean companies that are seeking to find new owners through M&As in 2019. Key sectors of M&A in Korea in 2019...
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Last Week in Event SPACE: NTT/NTT Docomo, Alpine, Genting, Greencross, Eclipx, LG Uplus
Last Week in Event SPACE ... The ongoing saga of the Ntt (Nippon Telegraph & Telephone) (9432 JP) vs NTT Docomo Inc (9437 JP) Push-Me-Pull-You...
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LG Uplus: Buying CJ Hello Could Deliver Large Synergies but May Struggle with Market Acceptance
There has been renewed speculation about a sale of CJ Hello (037560 KS) to LG Uplus (032640 KS) as noted by Sanghyun Park on this site recently....
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