Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/20/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Telecom Review (Feb 2020): 5G Bidding, Apple Watch Surge
In this review, we highlight a few developments in the Thai telecom industry: 5G bidding results. The NBTC sold Bt100bn of 5G spectrum to 5 rival...
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Thai Media Spotlight: An Early Quarter of Blockbusters
In this review, we highlight four interesting trends/developments in the Thai media sector: Twilight and capitulation. Incumbent broadcasters are...
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U.S. Equity Strategy: Bullish Outlook Intact
Amid rising Middle East tensions, investors have moved to safe-havens including Treasuries and gold, all while having a muted effect on the US...
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Thai Media Spotlight: New Entrants and Departures
Some interesting developments in Thai media industry we highlight in this review: Shorter product cycles for JKN. The content provider has lost...
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