Korean Telecoms: Easing Competition Offsets Regulatory Pressure
Recent results from the Korean telcos have pointed to easing competition offsetting regulatory pressure. Alastair Jones in a recent report noted...
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This Week in Blockchain & Cryptos: How Japanese Stocks Reacted to Blockchain & Cryptos
This is the fourth edition of This Week in Blockchain & Cryptos. This is a collaborative report between Douglas Kim and myself.This week, we...
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KT's EBITDA Supported by Surprisingly Good Cost Control but Stock Lacks Catalysts.
The perennial under-performer, KT (030200 KS) recently reported a reasonable set of results with good cost control offsetting revenue pressure. The...
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LG U+ Service Revenue Under Pressure but Profits Boosted by Strong Cost Control
Along with its peers, LG U+ (032640 KS) has recently reported 1Q18 results and they look reasonably solid. All three have seen a service revenue...
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SKT Underperforms in 1Q on Regulatory Pressure. But the Competitive Environment Is Easing.
SK Telecom (017670 KS) reported a slightly weak set of 1Q18 results (vs its peers), as tariff discounts hurt the top-line. As with its peers,...
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