bullish
TRUE Continues to Gain Share at DTAC's Expense.
274 Views07 Mar 2017 10:53
Our thesis on TRUE (TRUE TB) is that with backing from China Mobile (941 HK) and a strong spectrum, infrastructure, and fibre position it is...
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- DTAC Continues to Lose Ground to TRUE as Thai Telcos Head into 2018 and Another Spectrum Auction27 Dec 2017
- Thai Mobile: DTAC Revenue Declines Again in 3Q17 as Market Share Falls.24 Oct 2017
- Thailand: Revenue Trends Have Improved but Telcos Need Spectrum. It Will Be Costly.22 Sep 2017
- AIS: Revenues Grow, but Costs Mount. Dividends Cut as Profits Drop and Capex Remains High.09 Feb 2017
- DTAC - Dividend No More03 Feb 2017
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