AIS 1Q19 Result Shows Improvements. DTAC Continues to Struggle.
Advanced Info Service (ADVANC TB) (AIS) reported a decent set of 1Q19 results which make quite a contrast with DTAC's (DTAC TB) recent weak result....
486 Views
Thai Telecoms: Slowdown in Mobile Business Continues.
The Thai mobile market reported another weak quarter in 4Q18, with trends deteriorating at all three operators. The weakness was partly due to the...
525 Views
The Week that Was in ASEAN@Smartkarma - Doubledragon, Indonesian Property, and UOB's Bad Loans
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
452 Views
Snippets #20: Dark Clouds in Thai Equities
Of the five interesting trends/events/developments we heard this month, we highlighted five and how they could impact Thai equities in the near...
185 Views
Thai Telcos Struggle as All Three Seek to Gain Share While Spectrum Risk Looms Again in 2019.
Chris Hoare met the Thai telcos recently but did not come away particularly enthused. His view is that the market probably remains tough this year....
208 Views