Reality Check XX: How Can Streaming Outfits Benefit from the Return of Digital TV Licenses?
Between August and September, 7 digital TV licenses were returned to the regulators. We believe this could benefit incumbents such as AIS and True...
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Thai Media Spotlight: Christmas Movie Line-Up & Life After Digital TV License Returns
Like summer, Q4 tends to be a good time for most media companies. Hollywood releases more blockbusters for the holiday season, and consumers are...
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The Week that Was in ASEAN@Smartkarma - Indonesian Consumers, Cigarettes, and Mobile World
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
797 Views
Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
854 Views
The Festive Week the Was in ASEAN@Smartkarma - Thailand Rising, Frail DBS, and Small Cap Picks
This past Festive week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
1k Views