Communication Services
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Thai (Bualuang): ICT- Commercialization of usage to unlock 5G revenue potential
In order to convince consumers of the value of the 5G network platform and boost 5G revenue, we believe that service providers must bundle digital services with 5G tariffs and, together with other ecosystem players, accelerate the commercialization o...
Prasit Sujiravorakul @ Bualuang Securities 14 June 2021
GDS Holdings Ltd: US : REIT - REITs | REITweek 2021 Takeaways and Highlights - Day 2
William A. Crow @ CGS-CIMB 10 June 2021
Daily Credit Briefing
Top Credit Stories Adler Pelzer (PELHOL) - Investor conference call update BT (BRITEL) - Altice acquires minority stake Evraz (EVRAZ) - Rising star potential at Fitch Fedrigoni (FBRICC) - 1Q21 conference call highlights Kaefer Iso...
Sven Kreitmair @ UniCredit 10 June 2021
Daily Credit Briefing
Top Credit Stories A2A (AEMSPA) - Strategic partnership with Ardian to accelerate strategic objectives in renewables Banco Santander (SANTAN) - Fitch revises outlook from negative to stable KPN (KPN) - EQT reportedly drops pursuit OMV...
Sven Kreitmair @ UniCredit 9 June 2021
Thailand (Bualuang): ICT - Big opportunity in upgraded 5G plans
We foresee big opportunities for Thai mobile operators in upgrading their 4G subscriptions with 5G smartphone to the 5G plans, given that Thai consumers ranked highest in their intension to upgrade to 5G in Ericsson’s recent survey of May 2021. Our T...
Prasit Sujiravorakul @ Bualuang Securities 9 June 2021
Netflix Inc: US : Coinbase Global, Inc. - COIN | Initiating at Underperform; Cryptocurrency a Great Unknown, but Fee Compression is Not
Patrick O'Shaughnessy @ CGS-CIMB 8 June 2021