Thai Telcos: The Worst Is Over. Or Is It?
Twelve months ago Thai analysts were almost certain that telco margins would rise and stay at elevated levels as concession fees ran off. The...
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Asian Fixed Broadband: Consolidation Story
We see opportunity for consolidation in the Asian broadband space. Our view is that convergence and consolidation between fixed and mobile telecoms...
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Assessing the Damage to Thai Telcos
The December auction resulted in a worst case scenario with spectrum short telcos losing to TRUE and a new player (Jasmine). We now see at least...
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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...
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Spectrum Sticker Shock in Bangkok
Thailand held its initial spectrum auction from 11-12 November. At stake were 2 blocks of 1800 MHZ spectrum available for 4G. We wrote about the...
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