The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
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Malaysian Telcos: DIGI and Maxis Struggle in an Ex Growth Telecom Market. No Recovery in Sight.
Two incumbent Malaysian telcos reported 2Q17 results recently: DIGI (DIGI MK) and Maxis (MAXIS MK). Both are battling with the tough situation...
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The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
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Spectrum Refarming Increases Competitive Pressure on Malaysian Telcos.
Refarming spectrum the catalyst for market breakdownThe Malaysian regulator announced new spectrum allocations over a year ago, but they only came...
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The Week that Was in ASEAN@Smartkarma - Autobots, Oil and Data
In the run up to Idul Fitri, Smartkarma has thrown out some fascinating insights across ASEAN, with Warut Promboon taking an initial look at...
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