Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
201 Views
The New World Order in Thai Telecoms
What we hear on the Street right now has been highlighted earlier but appears to become more evident in recent stock price movements. Despite weak...
196 Views
Rabble Rousers (Season Premiere): Now You See Me, Now You Don't
When Dr. Adisai Bhodaramik founded Jasmine Group, it was seen as an important competitor of industry giant AIS. The Group's upcountry fixed line...
376 Views
DTAC's 3Q16 Result Shows Improvement in Ebitda but Net Earnings Fall Nearly 50% YoY.
DTAC (Total Access Communication) (DTAC TB) produced 3Q16 numbers that were mixed, although in some ways, better than we had expected (we are very...
165 Views
JTS...No Smoke Without the Fire Yo!
We Told You So. We cashed out on JTS at Bt2.2/sh yesterday, capturing a profit of almost 50% yesterday. Since then, we got many questions. In fact,...
309 Views