CHAYO: Remarkable Growth, but Would Need More
The 2Q20 results were in line with our expectations, slightly higher provisioning. We still think that CHAYO lags on enormous growth opportunities.
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Telecom Review (Sept 2020): AIS and AsiaSoft Get Aggressive on Gaming
AIS reported a minor earnings decline in Q2'20, while AsiaSoft reported a six-fold increase in profits. AIS recently expanded into the game niche.
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StubWorld: Gulf's Questionable Stake In Intouch
This week in StubWorld ... The board of Gulf Energy Development Public Company (GULF TB) has approved its investment in Intouch Holdings (INTUCH...
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Telekomunikasi Indonesia (TLKM IJ) - Out with the Old and in with the New
Telekomunikasi Indonesia (TLKM IJ) is undergoing a transition, with its legacy business in a downward spiral, with its data business taking up the...
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The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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