Sunny Optic (2382): Expensive and Future Still to Be Decided
Trade talks between the US and China have reached the first conclusion but the difficult part is yet to happen; on IP and technology transfer; two...
446 Views
Samsung: Earnings Guidance Points to Better than Expected Growth in Smartphone Sales
The South Korean tech giant Samsung Electronics on Tuesday (8th October 2019) announced its guidance for 3Q2019. The company expects revenues to...
423 Views
Japanese Telcos: Upgrading Forecasts & Target Prices. Concerns over Rakuten's Entrance Seem Overdone
We have recently upgraded forecasts and target price targets for the three incumbent Japanese telecom operators (MNOs). There are a number of...
329 Views
Telecom Review (October 2019): IPhone 11 Delays and Apple Arcade
In this review, we discuss Apple's most important product and service launch (and plans) in Thailand for the year 2019. Hampered by device...
405 Views
Thai Macro Watch: Saudi Attacks, Huawei Sells 5G
In this review, we look at 5 external/macro events and their impacts on the Thai market: Attack on Saudi facilities by an unknown party has sent...
402 Views