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...
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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...
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Reality Check VI: How "Crazy" Is the IPhone 7 Subsidy? Or Is It?
"Insanity is Doing the Same Thing Over and Over Again and Expecting a Different Result."Albert EinsteinWhat is "Crazy"? Look, everyone knows what...
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Big Brother (Season Finale): Gaijins At the Gates
Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but...
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Reality Check II: How Much Premium Does DTAC Deserve?
In the last review, we discussed the possibility of DTAC being put to play. If there is no chance of M&A, this would definitely not be our top...
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