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 >...
454 Views
Grab (GRAB US) - Rolling Recovery in Motion
Grab's most recent results saw a sequential improvement in revenues QoQ with incentives for deliveries coming down. Mobility incentives should come...
375 Views
Singapore Travel: Back to Live!
The reopening in Singapore is real and nearer to the pre-COVID-19 condition or back to normalcy. Tourism-related names such as SATS, SIA,...
344 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Indian Odyssey, GoTo IPO, and Cisaru Modern Dairy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
321 Views
Comfortdelgro (CD): Restriction Easing, Green And Low EV/EBITDA.
On track to becoming greener as it just bought100 BYD, and its hybrid taxi is 50% of the total. Restriction of easing will benefit Comfortdelgro...
498 Views