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...
387 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...
339 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,...
370 Views
Singapore Airlines: The Best Airline in the World but Not the Stock Price
Despite its excellent reputation and the company ranking again as the top airline in the world, we have a negative view of Singapore Airlines'...
351 Views
Interglobe Aviation (Indigo) Placement - Has Sold Before, Will Sell Again
Indigo’s co-founder Rakesh Gangwal aims to raise around US$375m via selling around 4.0% of the company. In this note, we talk about the deal...
352 Views