The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
231 Views
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...
512 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...
454 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...
432 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...
389 Views