DTAC/TRUE Merger: Details and Index Implications
DTAC and TRUE are exploring a merger of equals. The biggest hurdle could be regulatory approval since the merged entity would have a market share >...
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ADVANC: Expect 3Q21 Earnings to Drop Slightly QoQ
We expect ADVANC to report 3Q21 net profit at Bt6.6bn (+2.9%YoY, -4.8%QoQ), with increasing marketing costs to promote their new streaming service...
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The Week That Was in ASEAN@Smartkarma - BNI More Digital, Erajaya on Fire, and Siam Commercial Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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The Stocks to Own in Thailand – Vol. 34
Our research team constantly reviews the Thai market to try to find interesting ideas base upon Fundamentals or Valuation or Momentum or Risk or...
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Earnings Review: Advanced Info Services Plc.
ADVANC delivered in-line core profit in 2Q21, retaining EBITDA growth amidst a weak top line thanks to cost optimization.
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