Telecom Review: True Says No to 1800MHz, Now What?
After much speculation from brokers, True Move confirms that it will indeed not be bidding for the 1800MHz currently controlled by DTAC, when it...
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Singtel: Weakness in Singapore Offset by Strength in Australia.
Singtel (ST SP) recently reported FY March 18 results which on balance somewhat disappointing. There were misses in both the Consumer and...
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The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Mid-Year Thai Strategy Review (2018)
MCorp Review released a comprehensive 3-part Thai strategy back in December. Most of these themes are still applicable, though some will require...
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AIS Growth Continues to Improve on Rising Video Demand, but Risk from Spectrum Auction Is High
We remain cautious on the Thai telecom market given the uncertainties surrounding the coming spectrum auction and the very high prices expected to...
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