ADVANC (ADVANC TB): Half of Thailand Uses AIS’ Mobile Services
More attractive to analysts, good price momentum, and share price is less volatile relative to its sector The company has a target of 800k fixed...
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Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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Asian Telco Wrap: Catching up with Results Around the Region
Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan -...
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The Week that Was in ASEAN@Smartkarma - Turning Points, Weakening Currencies, and Water Treatment
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Telecom Review: DTAC's Costly Decision in the Spectrum Wars
In early August, the Street applauded DTAC's new management on their decision to bid for the 1800, rather than 900MHz spectrum, and the stock price...
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