AIS: Solid 1Q17 Result but Problems Remain as TRUE Gains Share
AIS (ADVANC TB) reported a solid 1Q17 result and we have increased our forecasts somewhat to reflect this. However, the valuation remains high and...
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The Week that Was in ASEAN@Smartkarma - Filters, Construction And Shipping
I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana...
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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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