Thai Media Spotlight: Major Players in the Industry
In this review, we summarize some of the key players operating in the media industry today. While drama series has been the bread-and-butter of the...
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Telecom Review: A Brief Background on Sector Players
You know how movies like to show you the present-day episodes and then they later rewind back to a prequel of how it all started. Well, this is...
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The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
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Telecom Review: A Primer on Concessions and Spectrums
In this primer review, we take a step-back from the usual business of figuring out which stock is best (We own all three operators now anyway,...
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Telecom Review: Four Bunnies Up True's Magic Hat
More to Come? Building on the asset monetization theme we first highlighted in Reality Check 2018: Is True Worth a Bet After the Asset Sales?, we...
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