AIS Growth Has Been Slowing as DTAC Returns to the Scene. 2019 Outlook Uncertain.
We met AIS (ADVANC TB) earlier this week at their Analyst Day in Bangkok. The recent results confirm our concerns over market growth slowing, with...
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Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
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DTAC 3Q Result: No Recovery Yet. Spectrum Issue Now Solved, but Leverage Is Rising.
The (now) smallest of the three Thai operators, DTAC (DTAC TB) reported 3Q18 results this week. Things have been tough for DTAC recently with much...
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World Cup 2018: True 1, AIS 0
True Corp is one of the clearest winners in this World Cup season. Apart from TNN24 being one of the official channels for broadcasting World Cups...
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Telecom Review (June 2018): New DTAC Leadership
A New Day for DTAC. MCorp Review has highlighted for sometime that Lars was leaving DTAC Telecom Review: Lars' Last Stand no later than September...
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