DTAC - Dividend No More
We have been surprised by DTAC's (DTAC TB) share market strength this year. It is certainly nothing to do with results and as Athaporn...
154 Views
Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
1.6k Views
Thai Telecom Infrastructure Results Support Our Positive View. Major Upside Seen in JASIF.
Recent results from the Thai telecoms infrastructure listings were in-line with analyst expectations and no delays on asset transfers. Thai...
296 Views
Reality Check VI: How "Crazy" Is the IPhone 7 Subsidy? Or Is It?
"Insanity is Doing the Same Thing Over and Over Again and Expecting a Different Result."Albert EinsteinWhat is "Crazy"? Look, everyone knows what...
197 Views
Reality Check II: How Much Premium Does DTAC Deserve?
In the last review, we discussed the possibility of DTAC being put to play. If there is no chance of M&A, this would definitely not be our top...
201 Views