Bluebird (BIRD): Correlated with PSBB, Beneficiary of WFH to WFO Switch
With most of its revenues are generated from the greater Jakarta area, Blue Bird (BIRD IJ) is positively correlated t
394 Views
Comfort Delgro (CD): Undervalued and Recovery in Ridership
Comfortdelgro Corp (CD SP) share price was battered around 40% due to the COVID-19 induced (domestically) Circuit Breaker and (internationally)...
439 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
357 Views
Comfort Delgro (CD): Back-To-Office (BTO)
The company's share price has been bashed down following a difficult period during COVID-19 when tourism dried up and Singapore was in Circuit...
476 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
302 Views