The Week that Was in ASEAN@Smartkarma - Indonesia's Recovery and the Next Digital Darling
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across SE...
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This Week in Asian Telcos: China Tower IPO the Key Event to Watch Out For
A quick tour of news flow in the Asian telco space in the past week. China: China Tower IPO, SOE reform and 5GChina Tower IPO: The massive China...
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Disney-Fox Deal Highlights Value of Sky's Subscribers, if They Are Retained Somehow
Sky Network Television Ltd (SKT NZ) maintains "now is not the time for a massive conversion of our core business." However, we believe the no-moat...
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Sony (6758) - Shows Interest in Acquiring Parts of Fox
It was reported, last week, that Sony (6758 JP) has confirmed it is in informal talks with Twenty First Century Fox (FOX / FOXA US) to buy some or...
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Sky / Fox: UK Political Impacts and Risks of a New General Election
Sky shares have recently been driven by the effects of the UK general election (8-Jun-17), where a hung parliament result has led to the increased...
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