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Thaicom Pcl (THCOM TB)
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72
Analysis
Communication Services
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Thailand
Thaicom PCL operates satellite communication business. The Company operates and provides satellite transponder services. Thaicom also provides Internet, satellite uplink/downlink, and telephone network services.
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bearish
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Thematic (Sector/Industry)
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08 Feb 2017 14:12
Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
Athaporn Arayasantiparb, CFA
2.6k Views
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bullish
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Intouch Holdings
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30 Jan 2017 20:45
Intouch - Stretched Parenting?
Intouch Holdings Pcl (INTUCH TB)’s discount to NAV has widened to 15.8% against its 12-month average of 15%.The “stub” assets are about as...
David Blennerhassett
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194 Views
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bearish
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Thematic (Sector/Industry)
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10 Jan 2017 23:45
Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
Luis Antonio Hilado
1.6k Views
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bullish
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Alphabet
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08 Jan 2017 14:31
Silicon Stories#3: Mapping the World
An Ancient Quest. The ability to map the world accurately brings location-based technology to new levels. With GPS systems and Google Earth, we are...
Athaporn Arayasantiparb, CFA
390 Views
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bullish
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Thematic (Sector/Industry)
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28 Dec 2016 00:21
Reality Check VI: How "Crazy" Is the IPhone 7 Subsidy? Or Is It?
"Insanity is Doing the Same Thing Over and Over Again and Expecting a Different Result."Albert EinsteinWhat is "Crazy"? Look, everyone knows what...
Athaporn Arayasantiparb, CFA
200 Views
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