Jasmine's 4G Failure Does Not Mean the Good Times Are Back for AIS and DTAC
In the end Jasmine Intl Public Co Ltd (Jasmine) defaulted on its 4G auction bid, unable to find guarantees for the THB75bn it needed. The other...
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Thai Telcos Cutting Guidance as Competition Heats Up.
The Thai Telco picture remains very unclear post the 900MHZ auction. Comments suggest there could be an unwinding of the recent auction which would...
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Thai Telcos: The Worst Is Over. Or Is It?
Twelve months ago Thai analysts were almost certain that telco margins would rise and stay at elevated levels as concession fees ran off. The...
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Asian Fixed Broadband: Consolidation Story
We see opportunity for consolidation in the Asian broadband space. Our view is that convergence and consolidation between fixed and mobile telecoms...
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Assessing the Damage to Thai Telcos
The December auction resulted in a worst case scenario with spectrum short telcos losing to TRUE and a new player (Jasmine). We now see at least...
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