The New World Order in Thai Telecoms
What we hear on the Street right now has been highlighted earlier but appears to become more evident in recent stock price movements. Despite weak...
379 Views
Rabble Rousers (Season Premiere): Now You See Me, Now You Don't
When Dr. Adisai Bhodaramik founded Jasmine Group, it was seen as an important competitor of industry giant AIS. The Group's upcountry fixed line...
524 Views
JTS...No Smoke Without the Fire Yo!
We Told You So. We cashed out on JTS at Bt2.2/sh yesterday, capturing a profit of almost 50% yesterday. Since then, we got many questions. In fact,...
496 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