Reality Check VII: Are Operators Toning Down the IPhone Wars?
If you had three drunk guys in a bar brawl, sooner or later they're gonna stop whacking each other, because they're either bloody, tired, or both....
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DTAC: 1Q17 Results Weak and Likely to Remain So. Consensus Remains Overly Optimistic.
Athaporn Arayasantiparb recently wrote about Total Access Communication's (DTAC TB) proposal to partner with TOT in the 2300MHZ spectrum in DTAC’s...
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The Week that Was in ASEAN@Smartkarma - Diggers, Towers and Kitchens
The Week that Was in ASEAN@Smartkarma The past Easter week has been an especially productive one in [email protected] have an insight on heavy...
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DTAC's Plan B: 2300MHz Spectrum JV with TOT
Tempest in a Teacup. Since we bought the stock, DTAC's already up 18%, so we could technically walk away. Yet, we are still happy holders. The...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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