Korean Telecoms: SKT the Pick of the Results, with KT Seeing Good Revenue Growth but Weak Ebitda
KT (030200 KS) was the last of the three Korean telcos to report. We wrote about LG U+ (032640 KS) numbers earlier this week and Douglas Kim...
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LG U+ Spends to Win Share but Margins Are Down. We Remain Cautious.
LG U+'s (032640 KS) 4Q17 results were similar to its 3Q numbers. The results were seen as slightly better than expected, as noted by Douglas Kim in...
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The Week That Was in NorthAsia@Smartkarma: Korean Pref, Kansai Mirai Arb, JDI Rise, & SE Stock Split
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Time to pay proper attention to Korean pref sharesI...
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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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