LG Uplus

LG Uplus – Q1 23 Quick Take: Encouraging wireless trend; EBITDA missed on higher labour costs

5G capex has peaked and 6G is years away, capex in decline; final piece of the bull thesis for Asian Mobile Leaders in place

Asian Telcos - 5G capex has peaked in Asian Mobile Leaders

South Korean Telcos - Q4 22 review: Slower top-line, better EBITDA trend, improving shareholder remuneration

LG Uplus – Q4 22 Quick Take: Strong quarter across the board, shareholder remuneration a positive read-across for SKT and KT