Notes from the Silk Road: Australia & Developed Asia - Small-Mid Cap Free Cashflow Screening
Cash is king and driving earnings, allowing shareholders to be rewarded through dividends or buy-backs. Buyer beware: Often underlying factors...
175 Views
Japan's 5G Future: The Heavy Lifting Has Already Been Done
When we wrote our first 5G note in 5G Set to Disrupt the Cellular Business Model we laid out arguments on how 5G could be more disruptive to mobile...
858 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
817 Views