AIS: Revenues Grow, but Costs Mount. Dividends Cut as Profits Drop and Capex Remains High.
I was in Bangkok earlier week to attend AIS's (ADVANC TB) Vision 2017 Digital for Thai presentation. While it dealt largely in generalities, there...
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Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
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DTAC - Dividend No More
We have been surprised by DTAC's (DTAC TB) share market strength this year. It is certainly nothing to do with results and as Athaporn...
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Snippets#5: Trump Vs Techdom, Clash of the Titans
Build the Wall...Yeeha!! Many critics said Trump wouldn't win the elections, and they said if they did, he wouldn't be able to implement what he...
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The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
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