Reality Check 2017: What's With MONO and HBO Yo?
No Smoke Without Fire? Ah...I Dunno This Time, Man. You know...this is the third time I got a call from one of my former analysts, who are...
288 Views
Forgotten Fiber...Symphony's Sad Song
The Forgotten Series. There is a saying that we should never forget our friends, and even though I only covered Symphony and Esso (Thailand)...
303 Views
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...
1.6k Views
Thai Telecom Infrastructure Results Support Our Positive View. Major Upside Seen in JASIF.
Recent results from the Thai telecoms infrastructure listings were in-line with analyst expectations and no delays on asset transfers. Thai...
299 Views
Boards Are Not Turkeys. Stop the Stuffing.
SIZE IS IMPORTANT… Revenue: Highest ranked company only needs 16 directors Return on assets: Overstuffed boards are less nimble Market...
352 Views