The Week that Was in ASEAN@Smartkarma - Jakarta Troubles, Bank Central Asia, and Thai REITs.
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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ComfortDelgro: Can Surge Fares Mitigate Competitive Pressure From Ride Entrants?
Earlier this month, ComfortDelgro (CD) said it will roll out dynamic pricing. How will it affect demand from commuters and ultimately drivers? This...
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Rides War Has Shifted To Share of Wallet
Grab is not just challenging the usual passengers-ride and taxi market; it has upped its game by selling monthly subscription plans, which can...
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Implications of the CCCS Fine on Grab-Uber Merger and Lessons for Ride- Hailing Players
Singapore's CCCS has fined Uber and Grab S$13m. This is the worst-case scenario predicted under my previous note. In this article, I will present...
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Singapore Banks – Corporate Financial Metrics Point to Ongoing Credit Risk
Half of Singapore’s industrial, materials and energy companies in our S&P CIQ sample set with over US$100 million in debt, have seen a...
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