Thai Macro Watch (May 18): What's Cooking in the World Around Thailand?
While news flow has been limited in Thailand recently, a lot has been going on around the world. In this review, we identify five big developments...
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Reality Check XIV: What's a Ballpark Number for the Intuch Spinoff?
Thailand is not Silicon Valley, and there are very few Internet startups going IPO. One of the first of these may be plans by Intuch to spinoff...
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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...
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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...
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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...
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