Singapore's Logistics Infrastructure Isn't Quite Ready For Amazon Yet - But That Will Change Quickly
Given its high GDP level, well-developed retail markets, and ubiquitous connectivity, Singapore has disappointingly low levels of retail e-commerce...
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The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
155 Views
ComfortDelgro: Too Early to Bottom-Fish as Ride-Hailing Apps Continue to Incentivize and Innovate
Although Comfortdelgro Corp Ltd (CD SP)'s shares have fallen 9% year-to-date, it is too early to bottom-fish. Recent data from Singapore's land...
319 Views
CD 1Q17 Results: Public Transport Services Improving, but Taxi Segment Still Under Pressure
Comfortdelgro Corp Ltd (CD SP) reported 1Q17 results last Friday. Overall operating profit dropped by 8.1% to SGD 100.5m while PAT rose 6.7%...
166 Views
Silicon Stories #8: The Uber Backlash
Uber may have lost US$4bn since its founding, but the still non-listed ride-hailing platform is worth more than General Motors, one of the world's...
182 Views