Thai Telecoms: Slowdown in Mobile Business Continues.
The Thai mobile market reported another weak quarter in 4Q18, with trends deteriorating at all three operators. The weakness was partly due to the...
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The Week that Was in ASEAN@Smartkarma - Doubledragon, Indonesian Property, and UOB's Bad Loans
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Snippets #20: Dark Clouds in Thai Equities
Of the five interesting trends/events/developments we heard this month, we highlighted five and how they could impact Thai equities in the near...
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Thai Telcos Struggle as All Three Seek to Gain Share While Spectrum Risk Looms Again in 2019.
Chris Hoare met the Thai telcos recently but did not come away particularly enthused. His view is that the market probably remains tough this year....
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Political Pit Stop (March): Time of Controversy
In the recent weeks, the election race heated up, and that's not surprising when the elections are happening on the 24th. Even by Thai standards,...
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