Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
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JASIF Placement - Selldown by Shareholder to Fund Working Capital
Shareholders of Jasmine Broadband Internet I (JASIF TB) is looking to raise US$150m through a secondary placement.The deal scores well on our...
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Thai Telcos: TRUE Continues to Gain Share.
The Thai market continues to show decent growth driven, we believe, by the rise of mobile video demand (we wrote about this in EM Telcos: Video...
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Thailand: Revenue Trends Have Improved but Telcos Need Spectrum. It Will Be Costly.
We have not written much about Thailand recently. Our negative view on the stocks has not been working out as planned. Athaporn Arayasantiparb, CFA...
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EB on Open Source & Investing
Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing...
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