Potential Upside from License Fee Reduction
In early September, the regulator NBTC agreed to reduce license fees for large operators (revenue > Bt5bn) from 1.3% to 1%. This basically...
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Cosmic Headwinds for Thaicom Yo!
Recently, we caught up with Thaicom and their subsidiary CS Loxinfo. Gotta admit Thaicom is facing some serious headwinds, and it’s affecting our...
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Five Big Ideas for the Next Five Years
Over the next five years, a lot of things will continue to change. In this review, we highlight five possible trends and two Thai stocks each that...
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Silicon Sequel: SCB on Fintech
During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...
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Thai-Coons Ep. 8: Thaksin...Business Genius or Political Provacateur?
Thaksin Shinawatra, born the son of a coffee guy up in Chiangmai and stepson of a silk tycoon, grew up to be the most famous citizen...and now...
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