Thai Telcos: Spectrum Auction Delay Would Be (More) Bad News for DTAC
The Thai telecom regulator (National Broadcasting and Telecommunications Commission - NBTC) has reached the end of its current term and must be...
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Notable Thai Deals for H1'18
Occasionally, we take stock of the most important deals in each period. For H1'18, we highlight three deals. They are not necessarily big deals by...
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BBSP ASIA Equity - 14 March 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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TRUE Continues to Gain Ground on Peers with Subscriber Growth and Rising Margins.
The key take-away from TRUE's (TRUE TB) recent 4Q result was the strength of its margins despite an ongoing drive to boost subscriber share. TRUE’s...
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