Comfort Delgro (CD): Not Only a Taxi Company!
Comfortdelgro Corp (CD SP) is not only a taxi company, but a majority of its business is also in the public transport service that is divided into...
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Airports of Thailand (AOT): Yet to Fall
Two of Airports Of Thailand (AOT TB) 's largest revenue contributors, passenger service charges and concession revenue, are positively correlated...
420 Views
Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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Travelsky (696): Flying for CNY
Executive Summary Nearing Christmas and Chinese New Year period, Travelsky's share price has typically increased between 9-20%. Investors should...
423 Views
The Week that Was in ASEAN@Smartkarma - Indonesia Strategy, Thai Baht, and Liquidity Crunch
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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