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MCOT PCL (MCOT TB)
Watchlist
16
Analysis
Consumer Discretionary
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Thailand
MCOT PCL is a state-owned enterprise. The organization owns interests in communications companies.
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bullish
•
Thematic (Sector/Industry)
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20 Oct 2017 10:37
Thai Media Spotlight: Digital TVs Get New Lifeline From License Fee Cuts
After much delay, the regulator NBTC has decided to throw in a lifeline for digital TV operators by offering them a cut in license fees. For the...
Athaporn Arayasantiparb, CFA
405 Views
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bearish
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Total Access Communication
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22 Sep 2017 14:29
Thailand: Revenue Trends Have Improved but Telcos Need Spectrum. It Will Be Costly.
We have not written much about Thailand recently. Our negative view on the stocks has not been working out as planned. Athaporn Arayasantiparb, CFA...
New Street Research
260 Views
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bullish
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Thematic (Sector/Industry)
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27 Feb 2017 10:50
Sector Capsule: Apparel Accessories in Thailand
Headlines Apparel accessories increases by 3% in current value terms in 2016, to reach THB11.2 billion Outbound tourists support the demand for...
Euromonitor International Ltd.
4.3k Views
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bearish
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Thematic (Sector/Industry)
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02 Feb 2017 23:29
Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
Athaporn Arayasantiparb, CFA
3.6k Views
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bullish
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Thematic (Sector/Industry)
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31 Jan 2017 11:39
This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
Athaporn Arayasantiparb, CFA
930 Views
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