bearish
Korean Telcos: 5G Capex Ramp Will Put More Pressure on Already Sub Par Returns
698 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...
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
New Street Research
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
x