The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
131 Views
TRUE Continues to Gain Ground on Peers with Subscriber Growth and Rising Margins.
The key take-away from TRUE's (TRUE TB) recent 4Q result was the strength of its margins despite an ongoing drive to boost subscriber share. TRUE’s...
118 Views
The Week that Was in ASEAN@ Smartkarma - Asian Manufacturing, Thai Media, and Beauty
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
277 Views
Telecom Review: A Brief Background on Sector Players
You know how movies like to show you the present-day episodes and then they later rewind back to a prequel of how it all started. Well, this is...
171 Views
Telecom Review: A Primer on Concessions and Spectrums
In this primer review, we take a step-back from the usual business of figuring out which stock is best (We own all three operators now anyway,...
149 Views