The Week that Was in ASEAN@Smartkarma - Fiscal Slippage, Indonesian Industry, Thai Hotels
This week's Post-Vesak Day offering of 29 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
117 Views
Telecom Review: True Says No to 1800MHz, Now What?
After much speculation from brokers, True Move confirms that it will indeed not be bidding for the 1800MHz currently controlled by DTAC, when it...
143 Views
Singtel: Weakness in Singapore Offset by Strength in Australia.
Singtel (ST SP) recently reported FY March 18 results which on balance somewhat disappointing. There were misses in both the Consumer and...
394 Views
The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
235 Views
AIS Growth Continues to Improve on Rising Video Demand, but Risk from Spectrum Auction Is High
We remain cautious on the Thai telecom market given the uncertainties surrounding the coming spectrum auction and the very high prices expected to...
140 Views