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...
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Thai Telcos: M&A Heating Up. JASIF Looks like a Winner
The Thai Telco market has recently seen a number of M&A rumors. The key targets are Jasmine (JAS TB) and DTAC (DTAC TB) with AIS (ADVANC TB)...
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A Full-Day AIS Crash Course
AIS arranged a full-day event to highlight four themes on November 18, namely: 1) its ambitious 'digital transformation' goals; 2) AIS Fiber as a...
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The New World Order in Thai Telecoms
What we hear on the Street right now has been highlighted earlier but appears to become more evident in recent stock price movements. Despite weak...
203 Views
Rabble Rousers (Season Premiere): Now You See Me, Now You Don't
When Dr. Adisai Bhodaramik founded Jasmine Group, it was seen as an important competitor of industry giant AIS. The Group's upcountry fixed line...
385 Views