ADVANC ADVANC and TOT plan to invest in mobile-broadband business which is expected to be finalized in 3Q15. ADVANC expects 2H15 revenue to grow 4% which consists of 30% growth from data service revenue. (Khao Hoon, 02/07/15) Comment: I do think this will kill JAS and most likely hurt True substantially as well. AIRA AIRA […]

Read More →

BDMS Expects 12% growth in 2015. It plans to invest Bt6.0bn in order to expand the number of hospital to 50. 1Q15 earnings will grow due to an increase in the number of clients (Khao Hoon, 20/04/2015) Comment: Despite a relatively tepid growth rate, these valuation levels still hold because 1) It’s the biggest and […]

Read More →