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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Philippine Telcos: Third Entrant Noise to Persist
When we last wrote about the Philippines, Iain Johnston was hopeful for an improved telecom market in the Philippines with optimism over improving...
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Discussions with Korean Telcos on the 5G Service Roll-Out
This report details the discussions we recently had with the major Korean telcos regarding their plans for 5G service roll-out and capex plans. It...
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Samsung Electronics Common-Pref Spread - Data & Situational Study
Let's do one interesting study here. In the last month (Oct 10-Nov 3), Samsung Electronics Pref Shares (005935 KS) ranked fifth in the local...
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Internet of Things Will Change the World (Part 8): Visit to 2017 IoT Exhibition & Conference in Coex
I attended the 2017 IoT Exhibition & International Conference (Seoul) this past week, which is the largest one for the IoT sector in Korea. The...
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