StubWorld - Set-Up & Unwind Extremes: Sino-American, Wheelock, Intouch
This week I briefly look at: Sino American Silicon Products (5483 TT)'s inexpensive entry point into Globalwafers Co Ltd (6488 TT); Wharf Holdings...
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South Series (Part 4): Kra Canal, A Chinese Suez Smacked Two Days North of Singapore?!
This is something of a collaborative piece between MCorp Review and Victor Wai, CFA, a Drewry ports specialist who flew into Bangkok to discuss...
240 Views
Potential Upside from License Fee Reduction
In early September, the regulator NBTC agreed to reduce license fees for large operators (revenue > Bt5bn) from 1.3% to 1%. This basically...
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Raytel on Thai Telecoms
I had the opportunity to talk to Ball Piya Jarumaneeroj, a college classmate and now CEO of Raytel, today. Raytel is a small telecom contractor and...
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Cosmic Headwinds for Thaicom Yo!
Recently, we caught up with Thaicom and their subsidiary CS Loxinfo. Gotta admit Thaicom is facing some serious headwinds, and it’s affecting our...
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