Telecom Review: DTAC Sheds More License?
Welcome to Telecom Review. We are introducing a new product in 2018 called Telecom Review to update on the sector where we got started and covered...
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DTAC Continues to Lose Ground to TRUE as Thai Telcos Head into 2018 and Another Spectrum Auction
As we move into 2018, we look at the most recent Thai results (3Q17) and discuss the outlook for 2018. 2018 is likely to be dominated by the next...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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Bad Balance Sheets in Asia....
Inspired by helping my son review for his first Accounting Final, I went and screened for names in Asia that have a less than strong balance sheet....
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Thai Strategy 2018 (Part II): Stock Picks
Starting Off. Now that you have seen the key themes we think will dominate Thai equities for 2018 in the first part of the series, we move on to...
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