The Week that Was in ASEAN@Smartkama - Kalbe Spin-Off, SingTel's Deep Value, and Thailand's Gamers
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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Telecom Review (Sept 2020): AIS and AsiaSoft Get Aggressive on Gaming
AIS reported a minor earnings decline in Q2'20, while AsiaSoft reported a six-fold increase in profits. AIS recently expanded into the game niche.
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Telecom Review (October 2019): IPhone 11 Delays and Apple Arcade
In this review, we discuss Apple's most important product and service launch (and plans) in Thailand for the year 2019. Hampered by device...
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Telecom Review (April 2019): DTAC Calls for Truce With CAT
On April 4, we attended the DTAC shareholders' meeting and listened to how management defended their strategic decisions in various areas such as...
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Silicon Stories J: The Invasion of Chinese Internet (Battle Time!)
The mainland Chinese phone makers arrived in Thailand long before their Internet peers, but they were met with limited success. After Samsung and...
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