The Week that Was in ASEAN@Smartkarma - Filters, Construction And Shipping
I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana...
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Five Contrarian Stock Ideas for the Long Run
In this review, we look at five Thai stocks (Intuch, Thaicom, BEC, BTS, TKS) from diverse backgrounds. What they have in common is headwinds from...
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Reality Check VII: Are Operators Toning Down the IPhone Wars?
If you had three drunk guys in a bar brawl, sooner or later they're gonna stop whacking each other, because they're either bloody, tired, or both....
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DTAC: 1Q17 Results Weak and Likely to Remain So. Consensus Remains Overly Optimistic.
Athaporn Arayasantiparb recently wrote about Total Access Communication's (DTAC TB) proposal to partner with TOT in the 2300MHZ spectrum in DTAC’s...
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DTAC's Plan B: 2300MHz Spectrum JV with TOT
Tempest in a Teacup. Since we bought the stock, DTAC's already up 18%, so we could technically walk away. Yet, we are still happy holders. The...
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