Thai Telecom Infrastructure Results Support Our Positive View. Major Upside Seen in JASIF.
Recent results from the Thai telecoms infrastructure listings were in-line with analyst expectations and no delays on asset transfers. Thai...
296 Views
Boards Are Not Turkeys. Stop the Stuffing.
SIZE IS IMPORTANT… Revenue: Highest ranked company only needs 16 directors Return on assets: Overstuffed boards are less nimble Market...
350 Views
Reality Check VI: How "Crazy" Is the IPhone 7 Subsidy? Or Is It?
"Insanity is Doing the Same Thing Over and Over Again and Expecting a Different Result."Albert EinsteinWhat is "Crazy"? Look, everyone knows what...
197 Views
Big Brother (Season Finale): Gaijins At the Gates
Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but...
293 Views
Reality Check II: How Much Premium Does DTAC Deserve?
In the last review, we discussed the possibility of DTAC being put to play. If there is no chance of M&A, this would definitely not be our top...
201 Views