Thai Telcos: M&A Heating Up. JASIF Looks like a Winner
The Thai Telco market has recently seen a number of M&A rumors. The key targets are Jasmine (JAS TB) and DTAC (DTAC TB) with AIS (ADVANC TB)...
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A Full-Day AIS Crash Course
AIS arranged a full-day event to highlight four themes on November 18, namely: 1) its ambitious 'digital transformation' goals; 2) AIS Fiber as a...
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Three of a Kind: Jeans, Glasses, and Cameras
What do these three items have in common? Nothing, apart from the fact that we met three small cap Thai companies who sell them on the exact same...
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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...
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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...
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