JTS...No Smoke Without the Fire Yo!
We Told You So. We cashed out on JTS at Bt2.2/sh yesterday, capturing a profit of almost 50% yesterday. Since then, we got many questions. In fact,...
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Thailand Mourns Fallen King, Healing Will Take Some Time
His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to...
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Spectrum Wars: 4 Waves for Bt400bn
Last wee, the NBTC (National Broadcast and Telecom Commission) of Thailand said it was looking at the future auctions that should take place over...
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Twilight of Thai Investment: Industrial Estates and Network Contractors
Thai labor cost is now the highest in the region after Singapore and Malaysia, so we are bearish on Thai industrial estates. Japanese manufacturer...
202 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
831 Views