bearish
Korean Telcos: 5G Capex Ramp Will Put More Pressure on Already Sub Par Returns
699 Views06 Jun 2019 11:47
The Korean telco's have outperformed the local index, benefiting from their perceived defensive qualities. That is despite the sharp drop in...
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Differentiated global TMT & Internet Research
- Korea Telcos Struggle as Competitive Intensity Rises. 5G Not an Opportunity (Yet).28 Aug 2019
- The 5G Service Rollout Update & Earnings Preview of Korean Telcos in 2Q1923 Jul 2019
- Korean Telcos: Deteriorating Operating Trends Do Not Support the Re-Rating Seen Recently.07 Dec 2018
- Korean Telcos: Revenue Pressure Is Hitting Earnings. Share Price Gains Are Starting to Fade.01 Nov 2018
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