AIS: Revenues Grow, but Costs Mount. Dividends Cut as Profits Drop and Capex Remains High.
I was in Bangkok earlier week to attend AIS's (ADVANC TB) Vision 2017 Digital for Thai presentation. While it dealt largely in generalities, there...
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The CIO's Corner: Iran Sanctions, Eurozone Breakdown, and Importers
In this review, we add PTT and Thai Union to our list of top picks. Energy prices are likely set to rise with renewed Iran sanctions, and a third...
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Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
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DTAC - Dividend No More
We have been surprised by DTAC's (DTAC TB) share market strength this year. It is certainly nothing to do with results and as Athaporn...
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Intouch - Stretched Parenting?
Intouch Holdings Pcl (INTUCH TB)’s discount to NAV has widened to 15.8% against its 12-month average of 15%.The “stub” assets are about as...
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