Three Kingdoms of Thai Telecoms: The Battle of 2300MHz
One of our former analysts estimates that DTAC is worth Bt56/sh post-2300MHz deal with TOT (the stock recently peaked at around Bt53/sh), but we're...
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Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
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AIS: Solid 1Q17 Result but Problems Remain as TRUE Gains Share
AIS (ADVANC TB) reported a solid 1Q17 result and we have increased our forecasts somewhat to reflect this. However, the valuation remains high and...
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Reality Check VII: Are Operators Toning Down the IPhone Wars?
If you had three drunk guys in a bar brawl, sooner or later they're gonna stop whacking each other, because they're either bloody, tired, or both....
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DTAC: 1Q17 Results Weak and Likely to Remain So. Consensus Remains Overly Optimistic.
Athaporn Arayasantiparb recently wrote about Total Access Communication's (DTAC TB) proposal to partner with TOT in the 2300MHZ spectrum in DTAC’s...
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