The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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TRUE Continues to Gain Ground on Peers with Subscriber Growth and Rising Margins.
The key take-away from TRUE's (TRUE TB) recent 4Q result was the strength of its margins despite an ongoing drive to boost subscriber share. TRUE’s...
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Telecom Review: A Primer on Concessions and Spectrums
In this primer review, we take a step-back from the usual business of figuring out which stock is best (We own all three operators now anyway,...
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Reality Check 2018: Is True Worth a Bet After the Asset Sales?
True Corp has finally cut the Gordian knot with the asset sales to its infrastructure fund that will nett Bt30bn in profits over time, but analysts...
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IPO Radar: B-WORK, A True Office REIT....Yeah, That'll Work :)
We checked out True Corp's new office REIT IPO called B-Work after the underwriter Bangkok Bank. So basically, this REIT manages the two True...
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