Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Mechanics & Scenario Analysis of SK Telecom's Transformation into a Holdco + Merger

SK Planet's 11st - Close to Raising 500 Billion Won for a 15 to 20% Stake

SKT Underperforms in 1Q on Regulatory Pressure. But the Competitive Environment Is Easing.

SK Telecom: ADT Caps Acquisition & Major Highlights from 1Q18 Conference Call

Thematic (Sector/Industry)

South korea Telecom services / Thematic (Sector/Industry)

<ul><li>
<strong>The results of the 5G spectrum auction in Korea were announced after the market close today.</strong> The three major telcos in Korea agreed to pay a total of 3.6 trillion won (US$3.3 billion) for the 5G network frequencies. In the 3.5 GHz wavelength, <a href="https://www.smartkarma.com/entities/395" target="_blank" data-smartkarma-citation="entities:395:1">SK Telecom (017670 KS)</a> and <a href="https://www.smartkarma.com/entities/1112" target="_blank" data-smartkarma-citation="entities:1112:1">Kt Corp (030200 KS)</a> each won 100 MHz and <a href="https://www.smartkarma.com/entities/1113" target="_blank" data-smartkarma-citation="entities:1113:1">LG Uplus Corp (032640 KS)</a> won 80 MHz. The successful completion of the 5G spectrum auction sets the stage for the Korean telcos to start providing 5G services in March 2019, which is…</li></ul>


The results of the 5G spectrum auction in Korea were announced after the market close today. The three major telcos in Korea agreed to pay a total of 3.6 trillion won (US$3.3 billion) for the 5G network frequencies. In the 3.5 GHz wavelength, SK Telecom (017670 KS) and Kt Corp (030200 KS) each won 100 MHz and LG Uplus Corp (032640 KS) won 80 MHz. The successful completion of the 5G spectrum auction sets the stage for the Korean telcos to start providing 5G services in March 2019, which is…

Major Highlights of the 5G Spectrum Auction in Korea