DTAC: Survived 2019 but Pressured on All Sides. Maintain Reduce.
Total Access Communication (DTAC TB) has emerged from a torrid 2018 and has survived. That was not always a certainty as the year progressed and...
514 Views
Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
684 Views
This Week in Asian Telcos: China Tower IPO the Key Event to Watch Out For
A quick tour of news flow in the Asian telco space in the past week. China: China Tower IPO, SOE reform and 5GChina Tower IPO: The massive China...
585 Views
Thai Wireless: No Spectrum Bidders. NBTC Tries Again but AIS Position Looks to Be Strengthened
As Athaporn Arayasantiparb, CFA noted in his recent Snippets #11: DTAC Says No to 1800MHz?!?, DTAC's refusal to bid in the spectrum auction was a...
232 Views
Bharti Airtel: Retroactive Outlook Revision
Moody’s and S&P reaffirmed the issuer rating and senior unsecured debt ratings of Bharti Airtel Ltd (BHARTI IN) at Baa3/BBB- but revised the...
304 Views