StubWorld: Gulf's Questionable Stake In Intouch
This week in StubWorld ... The board of Gulf Energy Development Public Company (GULF TB) has approved its investment in Intouch Holdings (INTUCH...
406 Views
Telekomunikasi Indonesia (TLKM IJ) - Out with the Old and in with the New
Telekomunikasi Indonesia (TLKM IJ) is undergoing a transition, with its legacy business in a downward spiral, with its data business taking up the...
378 Views
The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
300 Views
ADVANC: 2Q20 Performance Hindered by a Drop in ARPU
ADVANC reported 2Q20 net profit of Bt7bn(-10%YoY, +4%QoQ). The 1H20 result was in-line and 48% of our full year forecast. We maintain BUY rating...
278 Views
Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.3k Views