Telecom Review (Feb 2020): 5G Bidding, Apple Watch Surge
In this review, we highlight a few developments in the Thai telecom industry: 5G bidding results. The NBTC sold Bt100bn of 5G spectrum to 5 rival...
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The Week That Was in ASEAN@Smartkarma - Virus Korona, Bank Mandiri, and DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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StubWorld: Intouch's Discount Back Down To Temasek Sell-Off Levels
A double-dose of Stubworld this week ... Intouch Holdings (INTUCH TB)'s discount to NAV sharply declined in mid-August after Temasek's latest...
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Reality Check XXIII: How Does the New GPS Measures Benefit Telcos?
The government has recently proposed that all cars in Thailand install GPS (global positioning systems) instruments. In this review, we highlight...
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Snippets #29: Nomura Considers De-Listing, Return of Chinese Tourists
Five recent developments / news flows that came on our radar screen recently: Capital Nomura considers de-listing. CNS, one of Thailand's oldest...
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