Thai Telcos: Spectrum Auction Delay Would Be (More) Bad News for DTAC
The Thai telecom regulator (National Broadcasting and Telecommunications Commission - NBTC) has reached the end of its current term and must be...
139 Views
The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
132 Views
TRUE Continues to Gain Ground on Peers with Subscriber Growth and Rising Margins.
The key take-away from TRUE's (TRUE TB) recent 4Q result was the strength of its margins despite an ongoing drive to boost subscriber share. TRUE’s...
118 Views
Reality Check XII: How Much Upside Can CP All Squeeze from a New Banking Venture?
The Ministry of Finance has reportedly become more receptive to the idea of CP All entering the banking business. While there is nothing inked with...
162 Views
The Week that Was in ASEAN@ Smartkarma - Asian Manufacturing, Thai Media, and Beauty
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
277 Views