Potential Upside from License Fee Reduction
In early September, the regulator NBTC agreed to reduce license fees for large operators (revenue > Bt5bn) from 1.3% to 1%. This basically...
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Thai Media Spotlight: Fewer But Major Hits in Q4'17
Quality vs Quantity. The actual number of blockbusters in Q4'17 this year may not be so large, but we are expecting them to have quite an impact to...
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Raytel on Thai Telecoms
I had the opportunity to talk to Ball Piya Jarumaneeroj, a college classmate and now CEO of Raytel, today. Raytel is a small telecom contractor and...
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The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
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Thailand Short Interest Weekly (Apr 24th): SCB X, True, CP ALL, Bumrungrad Hospital, SCC, Scb X, Scc
We analyzed SET short interest report for the past week and highlighted short interest changes in SCB X, True, CP ALL, Bumrungrad Hospital, SCC,...
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