TMT Corona Virus Selloff Opportunities: Disney
We write this note as we see US futures trading down close to 5%. So...there is a good chance Disney becomes even more attractive tomorrow....
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Telecom Review (Feb 2020): 5G Bidding, Apple Watch Surge
In this review, we highlight a few developments in the Thai telecom industry: 5G bidding results. The NBTC sold Bt100bn of 5G spectrum to 5 rival...
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Tesla Placement: Pushing the Limits
Tesla Motors (TSLA US) announced plans to raise up to $2.3 billion through an underwritten registered public offering. Tesla intends to use the net...
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Thai Media Spotlight: An Early Quarter of Blockbusters
In this review, we highlight four interesting trends/developments in the Thai media sector: Twilight and capitulation. Incumbent broadcasters are...
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Facebook 4Q19: Buy This Dip
Despite the dithering around Facebook Inc A (FB US) shares the past few years, there has never been any controversy about the inherent business...
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