AIS 1Q19 Result Shows Improvements. DTAC Continues to Struggle.
Advanced Info Service (ADVANC TB) (AIS) reported a decent set of 1Q19 results which make quite a contrast with DTAC's (DTAC TB) recent weak result....
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Reality Check XVIII: How Much Mojo Can True Derive From True Ryde?
In this review, we look at True Corp's new ride payment app True Ryde and try to imagine how positive it could be to the stock's prospects going...
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Thai Telecoms: Slowdown in Mobile Business Continues.
The Thai mobile market reported another weak quarter in 4Q18, with trends deteriorating at all three operators. The weakness was partly due to the...
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Snippets #20: Dark Clouds in Thai Equities
Of the five interesting trends/events/developments we heard this month, we highlighted five and how they could impact Thai equities in the near...
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Thai Telcos Struggle as All Three Seek to Gain Share While Spectrum Risk Looms Again in 2019.
Chris Hoare met the Thai telcos recently but did not come away particularly enthused. His view is that the market probably remains tough this year....
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