Thai Telcos Takeaways from Meetings with the Thai Telcos in Bangkok
Our meetings with the two Thai operators (& NBTC) validate our view of a benign mobile dynamic, supported by improving tourism, and sharp capex reductions. Both operators remain focused on profitable growth. TRUE seems very confident on synergy delivery.
True Corporation Public Company Limited is a Thailand-based integrated communication solution provider. The Company and its subsidiaries categorize the business into three segments: online segment, which is the provision and installation of fixed line services including public telephones and related value-added services, data services, multimedia services, broadband services and Internet services; wireless segment, which is the provision of cellular telephone services, resale of 3G services using high-speed packet access (HSPA) technologies, network equipment rental, mobile services and sales of handsets and accessories, and pay television (Pay-TV) segment, which is the provision of pay television services both via cables and satellite platforms, rental and trading of related equipment and other related services to the pay television business, advertising sale and agency.
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