Thai Telcos: TRUE Continues to Gain Share.
The Thai market continues to show decent growth driven, we believe, by the rise of mobile video demand (we wrote about this in EM Telcos: Video...
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NBTC on Telecom License Controversy
Around the same time, the TDRI attacked not only the government/regulator's designs to help the digital TV industry ( Thai Media Spotlight: Digital...
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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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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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