Monday, January 18, 2021

If Telcos Manage for Equity Valuation, Asset Sales, Spinoffs Will Happen

For better or worse, executives running Asian telco businesses are going to have to take a hard look at their asset bases, to maximize equity valuation, says Bill Barney, Asian Century Equity chairman. That might be especially true for assets that do not spin off free cash flow. 


Source: Asian Century Equity 


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Cutting Opex to Support AI Capex Probably Sets Stage for More of the Same

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