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THE TOP 10: Mature markets display their defensive value

September 01, 2008  

Phone companies in saturated markets are doing better than peers in developing countries. They have less competition, which means fewer price wars and more earnings stability. Leigh Powell examines the region's top 10 telecom firms in terms of forecast 2008 return on equity.

The outlook for Asia's telecommunications sector has become clouded of late. Saturated markets such as Singapore, Hong Kong, Taiwan and Malaysia have proved more resilient to prevailing uncertainty over the global economic slowdown than developing markets, namely China, India and...


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 LOCAL CURRENCY DCM

Rank Bookrunner Value ($m) No. %Share
1 Samsung Securities Co 1,079 13 4.8
2 China Development Bank Corp 1,066 3 4.8
3 KB Financial Group Inc 1,052 10 4.7
4 Daewoo Securities 950 8 4.2
5 Korea Investment & Securities 865 14 3.9
6 Woori Investment & Securities 854 12 3.8
7 SK Securities 758 8 3.4
8 CITIC Securities 686 2 3.1
9 Dongbu Group 650 10 2.9
10 Haitong Securities 649 2 2.9
Subtotal 8,609 70 38.4
Total 22,396 168 100.0

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