The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Telecom Review (Sept'18): Regulatory Wranglings
In the most recent quarter (Q3'18), Thailand has undergone quite a few regulatory drama involving private operators, arbitrators, and regulators...
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Thai Telecoms: Spectrum Prices Have Peaked
Thai spectrum prices are among the highest in the world, courtesy of a 2015 auction that drove prices up. However, the recently concluded spectrum...
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COM7 (COM7 TB): BaNANA and Apple, but Not a Fruit Store
Capable of funding growth internally, improving asset turnover, and good gross profit return relative to its sector Cost sharing and increase in...
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Telecom Review: DTAC's Costly Decision in the Spectrum Wars
In early August, the Street applauded DTAC's new management on their decision to bid for the 1800, rather than 900MHz spectrum, and the stock price...
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