AIS Growth Has Been Slowing as DTAC Returns to the Scene. 2019 Outlook Uncertain.
We met AIS (ADVANC TB) earlier this week at their Analyst Day in Bangkok. The recent results confirm our concerns over market growth slowing, with...
567 Views
Sathorn Series N: Thai Cryptocurrency Regulations Update
The cryptocurrency regulatory framework in Thailand is still less than a year old, but after going through the details, we find...
345 Views
The Week that Was in ASEAN@Smartkarma - Export Revival, Indonesia Property, and Vietnamese Banks
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
344 Views
DTAC: Survived 2019 but Pressured on All Sides. Maintain Reduce.
Total Access Communication (DTAC TB) has emerged from a torrid 2018 and has survived. That was not always a certainty as the year progressed and...
397 Views
The Week that Was in ASEAN@Smartkarma - Vietnam Rising, Indonesian M&A, and Data Pricing
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
515 Views