Thai Telecoms: Spectrum Prices Have Peaked
Thai spectrum prices are among the highest in the world, courtesy of a 2015 auction that drove prices up. However, the recently concluded spectrum...
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COM7 (COM7 TB): BaNANA and Apple, but Not a Fruit Store
Capable of funding growth internally, improving asset turnover, and good gross profit return relative to its sector Cost sharing and increase in...
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Telecom Review: DTAC's Costly Decision in the Spectrum Wars
In early August, the Street applauded DTAC's new management on their decision to bid for the 1800, rather than 900MHz spectrum, and the stock price...
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Telecom Review (August 2018): The Connected World of Thai Network Contractors
Last year, ICN turned out to be one of the best performing IPOs in Thailand => IPO Radar: ICN, Nokia Siemens' Best Buddy. They are simply one of...
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Four Case Studies in Innovation 'Failures'
AG Lafley's Game Changer is both a roadmap and a cautionary tale. Many companies, such as P&G itself, Apple, Microsoft, and McDonald's, have...
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