TRUE Continues to Gain Share at DTAC's Expense.
Our thesis on TRUE (TRUE TB) is that with backing from China Mobile (941 HK) and a strong spectrum, infrastructure, and fibre position it is...
357 Views
The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
372 Views
The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team at Centennial Asia, including Jason Tan and Asees Bajaj to canvass their views...
433 Views
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...
259 Views
The CIO's Corner: Iran Sanctions, Eurozone Breakdown, and Importers
In this review, we add PTT and Thai Union to our list of top picks. Energy prices are likely set to rise with renewed Iran sanctions, and a third...
423 Views