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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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 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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American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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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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