ENTITY
True Corp Pcl

True Corp Pcl (TRUE TB)

415
Analysis
Communication ServicesThailand
True Corporation PCL is an integrated telecommunications provider. The Company offers a wide range of voice, video, and data services, including dial-up and broadband Internet services, pay television, fixed-line phone, online games, and mobile phone services.
more
16 May 2016 12:03

Thai Telcos: Increasing Competitive Pressures Hit AIS Results. More to Come.

Advanced Info Service Pcl (AIS) recently reported 1Q16 numbers. They were weak, with margins falling further than we had expected. This led to a...

Share
15 Apr 2016 09:42

Market Pricing in that Advanced Info Gets No Benefit from New Spectrum

Since we last wrote about the Thai telcos on April 5th (What’s the Market Pricing In: Thai Telcos, Advanced Info and DTAC ), Advanced Info Service...

Share
23 Mar 2016 08:52

Jasmine's 4G Failure Does Not Mean the Good Times Are Back for AIS and DTAC

In the end Jasmine Intl Public Co Ltd (Jasmine) defaulted on its 4G auction bid, unable to find guarantees for the THB75bn it needed. The other...

Share
05 Feb 2016 13:35

Thai Telcos Cutting Guidance as Competition Heats Up.

The Thai Telco picture remains very unclear post the 900MHZ auction. Comments suggest there could be an unwinding of the recent auction which would...

Share
01 Feb 2016 12:39

Thai Telcos: The Worst Is Over. Or Is It?

Twelve months ago Thai analysts were almost certain that telco margins would rise and stay at elevated levels as concession fees ran off. The...

Share
x