Telecom Review (June 2018): New DTAC Leadership
A New Day for DTAC. MCorp Review has highlighted for sometime that Lars was leaving DTAC Telecom Review: Lars' Last Stand no later than September...
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SingTel Investor Day: Riding the Digital Wave Despite Challenges in Associates.
SingTel's (ST SP) recent 2018 Investor Day focused on the digital transformation and how this was affecting the Group and Associate companies....
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BTS (BTS TB): Monopoly Mass Transportation and Ads to Go Along
Sales on an upcycle trend, good payout ratio, and strong long-term sales growth relative to its sector Sole operator of Bangkok’s mass train and...
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The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
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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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