Spectrum Wars: 4 Waves for Bt400bn
Last wee, the NBTC (National Broadcast and Telecom Commission) of Thailand said it was looking at the future auctions that should take place over...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
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Quiddity M&A Guide 2026: Thailand
This guide is part of a series of M&A guides our Quiddity* team are publishing to aid investors in understanding the rules, parameters,...
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