Jasmine: Sell or Hold? We Hold.
Crispin Francis has already laid out the details (as they are) of the bid from Jasmine International's (JAS TB) CEO Pete Bodharamik and Athaporn...
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Jasmine International - Tender Offer from Mr. Pete Bodharamik
Announcement of Intention to Make a Tender OfferThe Board of Directors of Jasmine International (JAS TB) have acknowledged (link to announcement)...
356 Views
The TRUE Threat to Thai Telecom Returns
The competitive dynamic in Thailand remains fierce and continues to work in True's (TRUE TB) favour. TRUE’s accelerating underlying service revenue...
193 Views
Singtel: Bharti and Intouch Deals Appear Value Neutral.
It looks like a case of taking with one hand (Bharti (BHARTI IN)) and giving with the other (Intouch (INTUCH TB)) in the deal announced by Singtel...
182 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...
817 Views