Comfortdelgro (CD): 1H 22 Result - Looks Good
What is interesting from Comfortdelgro's recent disclosure is the rate of growth compared to the 2H 21 which was +84% and +251% for public...
504 Views
Comfortdelgro (CD): Stable Vs Volatile SIA
SIA has burnt cash and has to issue shares a few times especially during COVID while Comfortdelgro has been generating free cash flow for the...
450 Views
MTR (66): Open or Closed?
The Chinese government is to reduce the quarantine period may bring some positive sentiment to MTR but the border between China and HK remains...
428 Views
The Week That Was in ASEAN@Smartkarma - Grab's Maps, Kino's Beverages & Beauty, and ThaiBev's BeerCo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
385 Views
Comfortdelgro (CD): When to Take Off?
The number of visitors arriving in Singapore went up by almost 8x YoY and rail and bus ridership already hit 78% of the pre-pandemic level. COE >...
451 Views