New Street Research - KT Corp (ADR) (KTC) ... New Street: 5G update from Korea: demand remains strong despite Covid-19

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New Street Research

Alastair Jones

New Street: 5G update from Korea: demand remains strong despite Covid-19

The regulator has announced March data for 5G subscriptions and mobile data traffic in Korea. Surprisingly, despite the Covid-19 developments the number of 5G net adds increased in March relative to February, reaching a level last seen in October 2019.

04/05/2020 5 EN

Underlyings

KT Corp (ADR)

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US48268K1016 Berlin Stock Exchange South Korea

LG Uplus

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SK Telecom

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Provider

New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

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Analysts

Alastair Jones

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New Street: 5G update from Korea: demand remains strong despite Covid-19

South Korean Telcos Q1 25 review: Peers expected to benefit near-term from SKT’s data breach

Global EM Telcos M&A Cycle in-bound; buy the targets

Global EM Telcos & Towers Bull market continues – NSR GEM Top-10 June ‘25 Update

Thai Telcos Auction concludes, no major surprises

VIPS 2Q25 Preview: Lowering 2Q Topline Estimates

Microsoft vs. OpenAI: Implications for investors?

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