Industrial Sector Recently Led by Marco Polo Marine, YZJSH & SIA
The Industrial Sector has ranked among the five strongest performing global Sectors in the YTD, with gains extending to the Asia Pacific. Last...
149 Views
Singapore Airlines (SIA) - FY23 Results In Line; Strong Final Dividend A Key Surprise
Upgrade SIA to HOLD with a higher target price of S$5.75. SIA’s FY23 (Apr 2022 to Mar 2023) core net profit was in line with our expectations at...
417 Views
Chinese Outbound Tourism Recovery Accelerates, But Still a Fraction of Pre-Covid Level
Chinese tourism activity accelerated last month (particularly outbound travel), but it remains at a fraction of pre-Covid levels -- we see no...
383 Views
The Week the Was in ASEAN@Smartkarma - Mitra Adiperkasa, Bukalapak, and Singapore Airlines
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
334 Views
MLT Placement - Small Deal but Recent Deals Didn’t Do Well
Mapletree Logistics Trust (MLT SP) plans to raise around US$150 (S$200m) to partially fund the acquisition of logistics properties in Japan,...
365 Views