Thai Media Spotlight: Seven Channels Returned to NBTC
The situation in Thai media is slowly improving, though certainly not in every ares. Some highlights: Lower competition as broadcasters return 7...
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The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
594 Views
Thai Media Spotlight: An 'End Game' for the Industry
Five year into the industry liberalization, we are starting to see some negative side of the reforms. In this review, we make four points on...
1.2k Views
Thai Media Spotlight: Government Rescue Plan
In a grand plan to 'shoot too birds with one stone', the Thai regulators plan on swapping the 470MHz and 700MHz spectra between the media and...
643 Views
Picking Stocks With the Right Management/Culture
While researching for the earlier review on luxury, one thing mentioned by Bastien was that CEOs add very little value to luxury brands, since it's...
434 Views