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Jasmine Broadband Internet Infrastructure Fund (JASIF TB)
Watchlist
48
Analysis
Financials
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Thailand
Jasmine Broadband Internet Infrastructure Fund is a holding company. The Company invest primarily in the telecommunications industry.
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bullish
•
Jasmine Broadband Internet Infrastructure Fund
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03 Dec 2016 17:25
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)...
New Street Research
218 Views
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bullish
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Thematic (Sector/Industry)
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29 Nov 2016 00:17
Silicon Sequel: SCB on Fintech
During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...
Athaporn Arayasantiparb, CFA
695 Views
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bearish
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Total Access Communication
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07 Oct 2016 16:03
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...
New Street Research
195 Views
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bullish
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Thematic (Sector/Industry)
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01 Oct 2016 18:27
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...
Athaporn Arayasantiparb, CFA
227 Views
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bearish
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Jasmine Broadband Internet Infrastructure Fund
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30 Sep 2016 10:46
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...
Athaporn Arayasantiparb, CFA
183 Views
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