Telecom Review (Feb 2020): 5G Bidding, Apple Watch Surge
In this review, we highlight a few developments in the Thai telecom industry: 5G bidding results. The NBTC sold Bt100bn of 5G spectrum to 5 rival...
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The Week That Was in ASEAN@Smartkarma - Virus Korona, Bank Mandiri, and DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
522 Views
Thai Equities: Five Things That Changes in 2020
In Thai Strategy 2020 (Part 1): Key Themes , we explained our increasingly bullish stance on Thai equities. In this review, we focus on just five...
472 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
574 Views
Reality Check XXIII: How Does the New GPS Measures Benefit Telcos?
The government has recently proposed that all cars in Thailand install GPS (global positioning systems) instruments. In this review, we highlight...
584 Views