Thaicom: Heads You Win, Tails...You Win a Little Less
We met up with Intuch Group on August 17 to touch base on the Group's operations and its listed (AIS, Thaicom, CS Loxinfo) and non-listed...
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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...
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Intouch (INTUCH TB): Failed Spectrum Bid Provides Stub Trading Opportunity
Following the results of the second spectrum auction (in which True Corp and Jasmine were victors), the share price of Intouch and it's subsidiary...
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The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
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