2021 High Conviction: Singapore Travel Names in Bumpy Recovery
Long ComfortDelgro as it has less risk to the increase in pandemic unlike Singapore Airlines and SATS (whose valuations have run ahead despite the...
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Sheng Siong (SSG): Sustainable High Growth?
Singapore statistics reported that the revenue increase from supermarkets, CSs has slowed down while F&B sales have grown 60% QoQ, reflecting a...
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Pfizer Vaccine: Winners and Losers
Similar to China Outbreak Theme: Winners and Losers , this insight will discuss the potential winners and losers from the announcement of the vaccine.
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The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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ComfortDelgro (CD): Higher Mobility Expected
HK-SG travel bubble, Phase III, higher mobility in workplace are key catalysts to start accumulating ComfortDelgro's shares now.
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