Thai Telecoms: Spectrum Prices Have Peaked
Thai spectrum prices are among the highest in the world, courtesy of a 2015 auction that drove prices up. However, the recently concluded spectrum...
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The Week that Was in ASEAN@Smartkarma - Budgets, Healthcare, and Mobiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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ADVANC (ADVANC TB): Half of Thailand Uses AIS’ Mobile Services
More attractive to analysts, good price momentum, and share price is less volatile relative to its sector The company has a target of 800k fixed...
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Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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Asian Telco Wrap: Catching up with Results Around the Region
Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan -...
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