LG Uplus printed a solid profit beat, ahead of expectations by 7% on better service revenue and EBITDA inflecting back to growth, as margins were better managed this quarter. We continue to believe its shareholder remuneration is attractive (5.6% dividend yield + potential buyback announcement in 2Q25). We stay Buyers with a KRW 19k price target.
A director at LG Uplus maiden bought 5,000 shares at 10,333.580KRW and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
Profitability trends were weaker as LG Uplus was impacted by impairment losses at its broadcasting arm. These were well flagged in January, however. The positives came in the form of improved mobile and broadband trends alongside lower-than-expected capex spending.
Yesterday, LG Uplus announced its new Corporate Value Up plan, in conjunction with the appointment of a new CEO in 2025, Hong Bum-Sik who is the company’s current head of corporate strategy. We think the plan is modestly positive but not as transformational as KT’s. Our brief thoughts below.
Today, South Korea's Ministry of Science and ICT ("MSIT") unveiled plans aimed at lowering the average household mobile spending, by encouraging lower mobile price plans and fostering greater mobile competition through 1) incentivising a fourth mobile operator, 2) promoting MVNO competitiveness through wholesale provisions and 3) raising the subsidy cap on Mobile Device Distribution Act from 15% to 30%
The general evaluation of LG UPLUS (KR), a company active in the Mobile Telecommunications industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date March 15, 2022, the closing price was KRW 13,900.00...
Data explosion and localization are driving rapidly rising demand for EM data centres. EM Telcos are often the leading owners of data centres in-country, and given valuation discounts are a better way to play this theme than pureplay DC stocks.
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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