The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
350 Views
DIGI (DIGI MK) 2Q18 Results Show Continued Revenue Growth on Rising Internet Use.
Chris Hoare has been negative on the Malaysian telecom sector for a number of reasons, including sky high valuations, increasing competition...
439 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Politics, Towers, and Thai Finance
The edition includes the past two week's offerings of Insights across ASEAN@Smartkarma as this Insight Provider was on a Hari Raya break. It is,...
105 Views
Asian Telecom Tower Trends: Indonesia Is Bottoming but India Is Set to Worsen.
Chris Hoare has taken a look at the quarterly results of the major quoted Asian Towercos. These currently include Bharti Infratel (BHIN IN), AMT...
141 Views
The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
110 Views