Telecom Review (Sept'18): Regulatory Wranglings
In the most recent quarter (Q3'18), Thailand has undergone quite a few regulatory drama involving private operators, arbitrators, and regulators...
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JASIF Placement - Selldown by Shareholder to Fund Working Capital
Shareholders of Jasmine Broadband Internet I (JASIF TB) is looking to raise US$150m through a secondary placement.The deal scores well on our...
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Digital Telco Inf Placement - Accretive and Well-Flagged Acquisition Will Help with Large Deal Size
Digital Telecommunications Inf (DIF TB) is looking to raise US$445m from its public offer to partially fund the acquisitions of its Phase II...
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True's Identity (Leak) Crisis
True Corp has slowly emerged as a stronger player in Thailand's telecom industry, not only turning a profit but even paying its first dividend...
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Thai Telcos: TRUE Continues to Gain Share.
The Thai market continues to show decent growth driven, we believe, by the rise of mobile video demand (we wrote about this in EM Telcos: Video...
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