Thai Telco Visits: TRUE Gaining, AIS Dealing with Issues, DTAC Left Behind.
New Street Research was in Thailand recently. It seems that competitive conditions have eased a bit but there is still no joy, or sign of joy, for...
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Thai-Coons (Season Premiere): The Richest Man in Thailand
We introduce our new series about the story, businesses, and investment themes of the top ten Thai tycoons who have exposure to stock markets,...
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Six Over Six: Yield Shields for the Market Downturn
Market Jitters. For a short period of time, Thai equities touched the key resistance level of 1,400 this month, but as we predicted in Thai Market...
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A Rose by Any Name...How About Jasmine?
Jasmine has been on the hidelines for a few days. It appears we probably made a mistake by selling the the stock at Bt7.25/sh, even though we did...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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