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...
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Assessing the Damage to Thai Telcos
The December auction resulted in a worst case scenario with spectrum short telcos losing to TRUE and a new player (Jasmine). We now see at least...
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Intouch (INTUCH TB): HoldCo Impact of Spectrum Auction
The current spectrum auction and the results of the, phase II, 900MHz auction next month may present some excellent opportunities in the...
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The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
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Spectrum Sticker Shock in Bangkok
Thailand held its initial spectrum auction from 11-12 November. At stake were 2 blocks of 1800 MHZ spectrum available for 4G. We wrote about the...
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