The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
478 Views
The Week that Was in ASEAN@Smartkarma - Taxis, Satellites, and LPG
The Week that Was in ASEAN@Smartkarma Highlights from this week's offering on Smartkarma in ASEAN include a change in view from Valerie Law,...
258 Views
Potential Upside from License Fee Reduction
In early September, the regulator NBTC agreed to reduce license fees for large operators (revenue > Bt5bn) from 1.3% to 1%. This basically...
325 Views
Raytel on Thai Telecoms
I had the opportunity to talk to Ball Piya Jarumaneeroj, a college classmate and now CEO of Raytel, today. Raytel is a small telecom contractor and...
396 Views
The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
287 Views