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...
362 Views
ComfortDelgro: Negatives Mostly Priced-In; Time to Look at Some Near-Term Positives
ComfortDelgro (CD) has been under a slew of negative news - from potential losses of taxi drivers to failing to win the bid to operate the...
241 Views
ComfortDelgro's Drivers' Update and SBS' Failure to Win New Train Line Signal Share Price Pressures
The taxi situation On Friday, local news media Today reported that over 2,000 ComfortDelgro taxi hirers are keen to join rival taxi operators...
310 Views
Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
759 Views
66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
3.2k Views