The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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Valuation Impact Of The Uber Partnership
Fellow insight provider Valerie Law, CFA covered the recently announced transaction between Comfortdelgro Corp Ltd (CD SP) and Uber Technologies...
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The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
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ComfortDelgro's Acquisition of Uber's LCR and Recent Share Price Weakness Presents a Buy Opportunity
Key Points about the Uber-CD deal: ComfortDelgro (CD) announced a tie-up with Uber Technologies, whereby it acquired a 51% stake in Lion City...
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