Singapore Telcos Struggle Ahead of TPG Entry. Mostly Weak Results
The Singapore telecom market has really struggled of late with investors underwhelmed by SingTel (ST SP) results but shocked by the Starhub (STH...
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The Week that Was in ASEAN@Smartkarma - Cheap Real Estate, Internet Retailing, and Binary Returns
This week's offering in ASEAN@Smartkarma includes the usual eclectic mix bottom up and top down and thematic insights from across South East Asia....
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Philippine Telcos: Third Entrant Noise to Persist
When we last wrote about the Philippines, Iain Johnston was hopeful for an improved telecom market in the Philippines with optimism over improving...
189 Views
21 Things Worth Knowing Today (Issue 2)
1. Catalonia's parliament voted for full independence - with the Spanish government about to apply Constitutional rule 155 and take over...
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The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
295 Views