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MCOT PCL (MCOT TB)
Watchlist
16
Analysis
Consumer Discretionary
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Thailand
MCOT PCL is a state-owned enterprise. The organization owns interests in communications companies.
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Suggested
bullish
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Thematic (Sector/Industry)
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07 Feb 2018 06:31
Thai Media Spotlight: Primer on Industry Regulatory Frameworks in TV and Radio Broadcasting
In this review, we summarize and provide details about the regulatory frameworks in TV and radio broadcasting. Like the much related telecom sector...
Athaporn Arayasantiparb, CFA
147 Views
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bullish
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Thematic (Sector/Industry)
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20 Oct 2017 10:37
Thai Media Spotlight: Digital TVs Get New Lifeline From License Fee Cuts
After much delay, the regulator NBTC has decided to throw in a lifeline for digital TV operators by offering them a cut in license fees. For the...
Athaporn Arayasantiparb, CFA
237 Views
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bearish
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Total Access Communication
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22 Sep 2017 14:29
Thailand: Revenue Trends Have Improved but Telcos Need Spectrum. It Will Be Costly.
We have not written much about Thailand recently. Our negative view on the stocks has not been working out as planned. Athaporn Arayasantiparb, CFA...
New Street Research
156 Views
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bearish
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Thematic (Sector/Industry)
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02 Feb 2017 23:29
Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
Athaporn Arayasantiparb, CFA
3.5k Views
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bullish
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Thematic (Sector/Industry)
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31 Jan 2017 11:39
This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
Athaporn Arayasantiparb, CFA
812 Views
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