The Week That Was in ASEAN@Smartkarma - Indonesia's Wave, Del Monte, and Grab's Alliances
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): Buy On (Temp) Weakness
Capitaland and City Dev are to provide rent relief to their tenants, Comfort does not need to give relief to its drivers, and SG mobility rate is...
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Samsonite (1910): Channel Checks Recovery
Air travelers has started to recover implying that Samsonite's business recovery story is solid while the management has also coped efficiently...
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Singapore Mini Lockdown: Winners and Losers
In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP)...
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STI Chalks Up Strongest Start to a Year Since 1999
With 13.2% price gains over the first four months of 2021, this has been the strongest start to a calendar year for the STI since 1999. The STI...
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