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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AIS Growth Continues to Improve on Rising Video Demand, but Risk from Spectrum Auction Is High
We remain cautious on the Thai telecom market given the uncertainties surrounding the coming spectrum auction and the very high prices expected to...
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