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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DTAC's Plan B: 2300MHz Spectrum JV with TOT
Tempest in a Teacup. Since we bought the stock, DTAC's already up 18%, so we could technically walk away. Yet, we are still happy holders. The...
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The Next Big Thing In Space Exploration
Space, the final frontier, is less of a mystery today than a few decades ago. Decades ago, news of a launch of a space probe would make it to the...
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Most Popular and Unpopular Sectors in Asia over the Last Two Weeks...
We track the number of Upgrades / Downgrades through Asia at both the Sector, Country and Company levels to identify trends in Analyst sentiment....
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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