AIS Growth Continues to Improve on Rising Video Demand, but Risk from Spectrum Auction Is High
We remain cautious on the Thai telecom market given the uncertainties surrounding the coming spectrum auction and the very high prices expected to...
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The Week that Was in ASEAN@Smartkarma - Trade Wars, Unicorns, and Heavy Equipment
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Thai Telcos: TRUE Continues to Gain Share.
The Thai market continues to show decent growth driven, we believe, by the rise of mobile video demand (we wrote about this in EM Telcos: Video...
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NBTC on Telecom License Controversy
Around the same time, the TDRI attacked not only the government/regulator's designs to help the digital TV industry ( Thai Media Spotlight: Digital...
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The Week that Was in ASEAN@Smartkarma - Monetary Policy, Spectrum, and Notable Deals
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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