The Week that Was in ASEAN@Smartkarma - Trade Wars, Unicorns, and Heavy Equipment
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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Thai Telcos: TRUE Continues to Gain Share.
The Thai market continues to show decent growth driven, we believe, by the rise of mobile video demand (we wrote about this in EM Telcos: Video...
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DTAC Continues to Lose Ground to TRUE as Thai Telcos Head into 2018 and Another Spectrum Auction
As we move into 2018, we look at the most recent Thai results (3Q17) and discuss the outlook for 2018. 2018 is likely to be dominated by the next...
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Somchai's Acquittal, a New Twist in Thai Politics
The Gripe. In general, we consider the Army dudes to be allies of the yellow shirt faction of both stripes: The Democrats who fight in Parliament...
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Raytel on Thai Telecoms
I had the opportunity to talk to Ball Piya Jarumaneeroj, a college classmate and now CEO of Raytel, today. Raytel is a small telecom contractor and...
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