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...
204 Views
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...
817 Views
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...
267 Views
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...
252 Views
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...
279 Views