Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
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Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
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Thai Telecom Infrastructure Results Support Our Positive View. Major Upside Seen in JASIF.
Recent results from the Thai telecoms infrastructure listings were in-line with analyst expectations and no delays on asset transfers. Thai...
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Reality Check VI: How "Crazy" Is the IPhone 7 Subsidy? Or Is It?
"Insanity is Doing the Same Thing Over and Over Again and Expecting a Different Result."Albert EinsteinWhat is "Crazy"? Look, everyone knows what...
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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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