The TRUE Threat to Thai Telecom Returns
The competitive dynamic in Thailand remains fierce and continues to work in True's (TRUE TB) favour. TRUE’s accelerating underlying service revenue...
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Singtel: Bharti and Intouch Deals Appear Value Neutral.
It looks like a case of taking with one hand (Bharti (BHARTI IN)) and giving with the other (Intouch (INTUCH TB)) in the deal announced by Singtel...
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Thaicom: Heads You Win, Tails...You Win a Little Less
We met up with Intuch Group on August 17 to touch base on the Group's operations and its listed (AIS, Thaicom, CS Loxinfo) and non-listed...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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DTAC: A 90% Profit Decline. Worse to Come?
We have been cautious on the outlook for the Thai Telecoms players for some time. While the failure of Jasmine to pay for 900MHZ spectrum removed...
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