Telecom Review (Feb 2020): 5G Bidding, Apple Watch Surge
In this review, we highlight a few developments in the Thai telecom industry: 5G bidding results. The NBTC sold Bt100bn of 5G spectrum to 5 rival...
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The Week That Was in ASEAN@Smartkarma - Virus Korona, Bank Mandiri, and DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
335 Views
Thai Equities: Five Things That Changes in 2020
In Thai Strategy 2020 (Part 1): Key Themes , we explained our increasingly bullish stance on Thai equities. In this review, we focus on just five...
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The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
374 Views
Reality Check XXIII: How Does the New GPS Measures Benefit Telcos?
The government has recently proposed that all cars in Thailand install GPS (global positioning systems) instruments. In this review, we highlight...
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