Cosmic Headwinds for Thaicom Yo!
Recently, we caught up with Thaicom and their subsidiary CS Loxinfo. Gotta admit Thaicom is facing some serious headwinds, and it’s affecting our...
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Five Contrarian Stock Ideas for the Long Run
In this review, we look at five Thai stocks (Intuch, Thaicom, BEC, BTS, TKS) from diverse backgrounds. What they have in common is headwinds from...
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Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
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Intouch - Stretched Parenting?
Intouch Holdings Pcl (INTUCH TB)’s discount to NAV has widened to 15.8% against its 12-month average of 15%.The “stub” assets are about as...
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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...
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