{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Thailand Telecom Services news", "home_page_url": "https://sharemaestro.com/newsreel/th/communication-services/telecom-services/", "feed_url": "https://sharemaestro.com/newsreel/th/communication-services/telecom-services/feed.json", "description": "Latest Telecom Services company headlines from Thailand, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:322d531bae13e605b5ba373d297e613c86aa9edabb9a0db0a4c10525d6922877", "url": "https://finance.yahoo.com/markets/stocks/articles/singtel-posts-21-rise-first-234459872.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/singtel-posts-21-rise-first-234459872.html", "title": "Singtel posts 21% rise in first-quarter profit", "content_text": "Aug 13 (Reuters) - Singapore Telecommunications (Singtel) reported a \u200c21% rise in \u200cfirst-quarter underlying net profit \u200bon Thursday, driven by strong contributions from its Australian unit \u200cOptus and \u2060regional associates, including India's Bharti \u2060Airtel. Singtel, Southeast Asia's largest telecom operator, \u200bsaid underlying \u200bnet \u200bprofit was \u200cS$831 million ($649.22 million) for the three-month period ended June 30, compared with S$686 million \u200ca year \u200bearlier. That beat \u200bthe \u200bVisible Alpha \u200cconsensus estimate of \u200bS$746.1 \u200bmillion. ($1 = 1.2800 Singapore dollars) (Reporting by Shruti Agarwal \u200band", "date_published": "2026-08-12T23:44:59+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ADVANC"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ADVANC", "name": "Advanced Info Service Public Company Limited", "sentiment_url": "https://sharemaestro.com/sentiment/4abd9571-9bc7-44b3-a54e-63b359b38d8f/"}]}}, {"id": "source:0ba4507b771b849706f870793d194fd0bb8c4da78cc622f5ea67ec2ec2d4c6db", "url": "https://finance.yahoo.com/energy/articles/valeura-energy-inc-vlerf-q2-030117346.html", "external_url": "https://finance.yahoo.com/energy/articles/valeura-energy-inc-vlerf-q2-030117346.html", "title": "Valeura Energy Inc (VLERF) (Q2 2026) Earnings Call Highlights: Record Cash Flow and Strategic ...", "content_text": "This article first appeared on GuruFocus. Revenue: Approximately $260 million, over 100% increase compared to the previous quarter. Realized Price: $106 per barrel, broadly in line with Brent. Sales Volume: 2.45 million barrels sold, above production due to inventory drawdown. Adjusted Cash Flow from Operations: $154 million, a record for the company. Cash Flow from Operations Margin: $77.1 per barrel, top quartile performance. Free Cash Flow: $105 million. Cash Position: $317 million at the end of Q2, up from $262 million at the start of the quarter. Capital Expenditures: $54 million in Q2, including $17 million for the Wassana redevelopment and $1 million for exploration. Petroleum Income Tax (PITA): $8 million realized in the quarter, related to the Jasmine asset. Other Income: $5 million from interest income and royalties received from Rossocom. Anti-Dilution Spend: $7 million related to historical option, PSU, and RSU settlements. Prior Year Tax Payments: $19 million for prior year taxes and SRB taxes. Warning! GuruFocus has detected 6 Warning Signs with FOVSY. Is VLERF fairly valued? Test your thesis with our free DCF calculator. Release Date: August 06, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Record cash generation with adjusted cash flow from operations of $154 million and a top-quartile CFO margin of $77 per barrel. Strong balance sheet with cash position increased to $317 million, providing substantial financial resources for growth. Operational excellence demonstrated by delivering the longest horizontal well and first multilateral well in the Gulf of Thailand, with wells meeting or exceeding expectations. Wassana redevelopment project is ahead of schedule and under budget, with mechanical completion accelerated to October 1st, potentially bringing first oil two months earlier. Secured a new high-spec jackup drilling rig at a 30% reduction in day rate, locked in for a three-year term, reducing future drilling costs. Executed a farm-in agreement with PTTP for the G1 and G3 blocks, with a 3D seismic survey processed and an FID for a two-platform gas development expected soon. Realized price of $106 per barrel, broadly in line with Brent, benefiting from a strong pricing environment and premium to Dubai benchmark. Negative Points Government approval for the PTTP farm-in has taken longer than expected, causing delays in formally entering the G1 and G3 blocks. Operating costs are impacted by oil prices, with diesel comprising about 25% of total costs, potentially pushing OpEx to the top end of guidance if prices remain high. The company remains unhedged, exposing it to oil price volatility, and the high cost of hedging in the current market makes it difficult to protect against downside. Potential acceleration of Wassana CapEx could shift $10-20 million from 2027 into 2026, increasing near-term capital spending. No shareholder returns are planned in the near term as the company prioritizes M&A opportunities, which may disappoint investors seeking immediate returns. The company's growth strategy relies heavily on M&A, and while opportunities are being pursued, there is no guarantee of successful deals closing. Story Continues Q & A Highlights Q: What is the timeline for the PTTP farm-in approval, and when can we expect more details on the opportunity size and the Busabong FID?A: Sean Guest (CEO) acknowledged the delay in formal approval, attributing it to Thailand's political process and cabinet agenda, but expressed no concern about the outcome. He noted that teams have been working closely with PTTP, drilling wells, and processing seismic data. The FID for the Busabong gas project is expected shortly after formal approval, and the company plans to provide more information to help quantify the opportunity's value once the deal is finalized. Q: Can you elaborate on the open water well planned on the G1 block, including prospect size, risk, a", "date_published": "2026-08-11T03:01:17+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JAS"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "JAS", "name": "Jasmine International Public Company Limited", "sentiment_url": "https://sharemaestro.com/sentiment/0c71fc6f-0da4-4bd3-bf73-a25a9301706c/"}]}}]}