Thai Telcos: Spectrum Auction Delay Would Be (More) Bad News for DTAC
The Thai telecom regulator (National Broadcasting and Telecommunications Commission - NBTC) has reached the end of its current term and must be...
151 Views
Notable Thai Deals for H1'18
Occasionally, we take stock of the most important deals in each period. For H1'18, we highlight three deals. They are not necessarily big deals by...
261 Views
BBSP ASIA Equity - 14 March 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
108 Views
The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
141 Views
TRUE Continues to Gain Ground on Peers with Subscriber Growth and Rising Margins.
The key take-away from TRUE's (TRUE TB) recent 4Q result was the strength of its margins despite an ongoing drive to boost subscriber share. TRUE’s...
130 Views