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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Reality Check 2017: What's With MONO and HBO Yo?
No Smoke Without Fire? Ah...I Dunno This Time, Man. You know...this is the third time I got a call from one of my former analysts, who are...
296 Views
Forgotten Fiber...Symphony's Sad Song
The Forgotten Series. There is a saying that we should never forget our friends, and even though I only covered Symphony and Esso (Thailand)...
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Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
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Thai Telecom Infrastructure Results Support Our Positive View. Major Upside Seen in JASIF.
Recent results from the Thai telecoms infrastructure listings were in-line with analyst expectations and no delays on asset transfers. Thai...
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