Thai Mobile: DTAC Revenue Declines Again in 3Q17 as Market Share Falls.
When we last wrote about Thailand it was to note the strong growth in data revenues in Thailand that meant our revenue numbers were too low for the...
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Trends Continue to Deteriorate at DIGI as Competition Remains Intense in Malaysia.
We have been negative on the Malaysian telecoms market for some time. We see Malaysian telcos as overvalued and facing a period of declining...
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The Week that Was in ASEAN@Smartkarma - Retailers, Pizza, and It's a Gas
A summary of Insights across ASEAN@SmartkarmaIn Ezion Holdings: A Reminder of Risks Facing Singapore’s Banks, Daniel Tabbush highlights that the...
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Malaysian Telcos Report a Better 2Q but Competition Remains Intense and Gains May Be Temporary.
After real weakness in previous quarters, 2Q17 comes as something of a relief. Aggregate mobile service revenue continued to decline for the...
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The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
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