Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
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Snippets #16: MINT's India Adventure, Consumption Stimulus Programs
In the most recent quarter, we find that this packet of five news flow/developments are the most interesting ones that don't quite merit a separate...
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ADVANC (ADVANC TB): Data Continues to Drive Growth
Sales on an upward trend, low correlation with Western stock markets, and low volatility in sales relative to its sector Higher data usage, up 71%...
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Political Pit Stop (Season Premiere): Emerging Election Trends
Welcome to our new series highlighting election/politics related issues between now and February 24, 2019 (ie election day). It's the first...
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Interesting Stocks to Consider in Thailand, Vol. 2
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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