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EUR 9190.00 For Business Accounts Only

New Street: Thai Telcos Outlook 2022; Duopoly created; covid recovery?

After a strong 2021, with share prices up 25-35%, we think 2022 will also be positive for the Thai telcos, with the merger of DTAC & TRUE likely to be approved, creating a duopoly, and Covid recovery starting to set in towards year end.
Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
  • Japan Telecoms
  • Asian Internet
  • Pan European Healthcare
  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
Chris Hoare

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