What's the Market Pricing In: Thai Telcos, Advanced Info and DTAC
The Thai telecom operators, Advanced Info Service (ADVANC TB, Bt175.0) and Total Access Communication (DTAC TB, Bt38.0) trade 31% and 61% below...
309 Views
Jasmine's 4G Failure Does Not Mean the Good Times Are Back for AIS and DTAC
In the end Jasmine Intl Public Co Ltd (Jasmine) defaulted on its 4G auction bid, unable to find guarantees for the THB75bn it needed. The other...
245 Views
Thai Telcos Cutting Guidance as Competition Heats Up.
The Thai Telco picture remains very unclear post the 900MHZ auction. Comments suggest there could be an unwinding of the recent auction which would...
201 Views
Thai Telcos: The Worst Is Over. Or Is It?
Twelve months ago Thai analysts were almost certain that telco margins would rise and stay at elevated levels as concession fees ran off. The...
234 Views
Intouch (INTUCH TB): Failed Spectrum Bid Provides Stub Trading Opportunity
Following the results of the second spectrum auction (in which True Corp and Jasmine were victors), the share price of Intouch and it's subsidiary...
270 Views