Thai Telcos Struggle as All Three Seek to Gain Share While Spectrum Risk Looms Again in 2019.
Chris Hoare met the Thai telcos recently but did not come away particularly enthused. His view is that the market probably remains tough this year....
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AIS Growth Has Been Slowing as DTAC Returns to the Scene. 2019 Outlook Uncertain.
We met AIS (ADVANC TB) earlier this week at their Analyst Day in Bangkok. The recent results confirm our concerns over market growth slowing, with...
584 Views
DTAC: Survived 2019 but Pressured on All Sides. Maintain Reduce.
Total Access Communication (DTAC TB) has emerged from a torrid 2018 and has survived. That was not always a certainty as the year progressed and...
408 Views
Thai Telcos: Outstanding Liabilities to CAT/TOT Loom Post DTAC's Partial Settlement
Total Access Communication (DTAC TB) recently settled a number of outstanding cases with CAT, one of the two Thai Telecom authorities (the other...
504 Views
Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
683 Views