Telecom Review: A Primer on Concessions and Spectrums
In this primer review, we take a step-back from the usual business of figuring out which stock is best (We own all three operators now anyway,...
255 Views
Telecom Review: Four Bunnies Up True's Magic Hat
More to Come? Building on the asset monetization theme we first highlighted in Reality Check 2018: Is True Worth a Bet After the Asset Sales?, we...
338 Views
The Week that Was in ASEAN@Smartkarma - Cheap Real Estate, Internet Retailing, and Binary Returns
This week's offering in ASEAN@Smartkarma includes the usual eclectic mix bottom up and top down and thematic insights from across South East Asia....
385 Views
Reality Check 2018: Is True Worth a Bet After the Asset Sales?
True Corp has finally cut the Gordian knot with the asset sales to its infrastructure fund that will nett Bt30bn in profits over time, but analysts...
332 Views
The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
323 Views