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YGGDRAZIL Group PCL: Grandora calling in 2H22

Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 30 June 2022
Flash Equity Report / Nigeria

An early blow for MTN Nigeria's mobile money business

Leading mobile network operator, MTN Nigeria (MTNN), is suing 18 Nigerian banks in court over a NGN22bn (US$53.7mn) loss for its mobile money business. A few weeks ago, MTNN and Airtel Nigeria secured final approval to commence payment service bank (...
Tellimer Research Ayobami
Ayobami Omole @ Tellimer Research 28 June 2022
An early blow for MTN Nigeria's mobile money business
An early blow for MTN Nigeria's mobile money business

Thailand: ICT - TRUE-DTAC amalgamation and ADVANC’s TTTBB buyout looming

We have seen more intense mobile competition for both postpaid and prepaid segments in 2Q22. Mobile operators have offered to double speeds for the ‘Net No Limit’ prepaid packages. For example, the 1Mbps speed has been upped to 2Mbps for Bt350 for th...
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 27 June 2022

Plan B Media Pcl: Beyond recovery

Eyeball counts for OOH media rebounded in Apr-May. BTSGIF posted ridership on the BTS skytrain of 10.4m trips (or 335k/day) for May, up 31% YoY and 148% MoM. According to BTS, ridership on the BTS skytrain has risen to an average of 450k/day early Ju...
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 27 June 2022

Systems Ltd: NdcTech to develop synergies

Systems Ltd (SYS) in a recent notice on 10th June disclosed its interest to acquire 100% stake in NdcTech (a leading core and digital banking implementation service provider) under an investment outlay of PKR7.1bn. This is subject to BoD approval in ...
Intermarket Securities Rahul
Rahul Hans @ Intermarket Securities 22 June 2022

US : IT Services - Internet | Raymond James Internet Weekly: Industry Data Points & Valuation Analysis

CGS-CIMB Aaron
Aaron Kessler @ CGS-CIMB 21 June 2022