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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Thai Media Spotlight: Fewer But Major Hits in Q4'17
Quality vs Quantity. The actual number of blockbusters in Q4'17 this year may not be so large, but we are expecting them to have quite an impact to...
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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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