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...
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Potential Upside from License Fee Reduction
In early September, the regulator NBTC agreed to reduce license fees for large operators (revenue > Bt5bn) from 1.3% to 1%. This basically...
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Singtel's Results Broadly in Line With (Weak) Expectations Ahead of TPG's Entry
Singtel's (ST SP) 1Q18 profit numbers showed operating revenues in line with NSR forecasts although the mix suggests a better performance in...
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Raytel on Thai Telecoms
I had the opportunity to talk to Ball Piya Jarumaneeroj, a college classmate and now CEO of Raytel, today. Raytel is a small telecom contractor and...
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The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
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