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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Spectrum Sticker Shock in Bangkok
Thailand held its initial spectrum auction from 11-12 November. At stake were 2 blocks of 1800 MHZ spectrum available for 4G. We wrote about the...
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Beware highly valued EM Telcos. We expect reversion to mean and see opportunity in the laggards.
These days, Telcos are often seen as near utilities. New Street Research believes this is a dangerous belief. Telecoms is a technology business and...
333 Views
Thai Spectrum auctions could be a massive cash drain on the telcos
Thailand continues preparations to auction 900 and 1800 MHZ spectrum in Nov/Dec this year, if all things run to plan. Bidding is likely to come...
531 Views