DTAC's New Regulatory Overhang
We exited DTAC after its win over the 2.3 GHz license over AIS and True Move. The share price promptly surged almost Bt59/sh, and rightfully so,...
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The Week That Was in ASEAN@Smartkarma - Breadtalk,Trade, and Competitiveness
Special InsightIn this fascinating insight, Confessions of an Independent Research Analyst, Douglas Kim presents his experiences as an independent...
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Reality Check X: What Does the IPhone 8 Launch Mean for Thai Operators?
iPhone 8 debuts in Thailand on November 3 (initial unsubsidized prices at Bt33k or around US$1,000), while the iPhone X will launch here on...
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The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
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Thai Mobile: DTAC Revenue Declines Again in 3Q17 as Market Share Falls.
When we last wrote about Thailand it was to note the strong growth in data revenues in Thailand that meant our revenue numbers were too low for the...
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