The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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Telecom Review: DTAC Sheds More License?
Welcome to Telecom Review. We are introducing a new product in 2018 called Telecom Review to update on the sector where we got started and covered...
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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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The IPhone X Hits Thailand in Another Stalemate
What do you think you can buy for Bt41k in Thailand? Well, that depends on whether you are a: Couch potato: 42 screen flat screen UHD Curved TV...
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DTAC's New Regulatory Overhang
We exited DTAC after its win over the 2.3 GHz license over AIS and True Move. The share price promptly surged almost Bt59/sh, and rightfully so,...
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