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...
426 Views
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)...
384 Views
Thai Telco Visits: TRUE Gaining, AIS Dealing with Issues, DTAC Left Behind.
New Street Research was in Thailand recently. It seems that competitive conditions have eased a bit but there is still no joy, or sign of joy, for...
333 Views
Six Over Six: Yield Shields for the Market Downturn
Market Jitters. For a short period of time, Thai equities touched the key resistance level of 1,400 this month, but as we predicted in Thai Market...
277 Views
A Rose by Any Name...How About Jasmine?
Jasmine has been on the hidelines for a few days. It appears we probably made a mistake by selling the the stock at Bt7.25/sh, even though we did...
355 Views