The Week that Was in ASEAN@Smartkarma - Fiscal Slippage, Indonesian Industry, Thai Hotels
This week's Post-Vesak Day offering of 29 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
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Singtel: Weakness in Singapore Offset by Strength in Australia.
Singtel (ST SP) recently reported FY March 18 results which on balance somewhat disappointing. There were misses in both the Consumer and...
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Starhub's Mobile & PayTV Businesses Struggling. Gains from Enterprise Services the Bright Spot.
Unlike M1 (M1 SP) which delivered decent results (with growth in mobile service revenues (MSR) and fixed line), Starhub (STH SP) continues to...
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Grab, Go-Jek, Garena(SEA), Who Will Be the Payment Goliath of Southeast Asia? - Part 2
In Part 1 of this series, I compared the user numbers, investors and strategies of Grab, Go-Jek, and Garena(renamed to SEA), specifically focusing...
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M1 Shows Positive Service Revenue Trends Ahead of TPG's Entry.
M1 Ltd (M1 SP) reported 1Q18 results under the new SFRS-15 accounting standards (IFRS-15 is being adopted across the region). And as with other...
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