2021 High Conviction: Singapore Travel Names in Bumpy Recovery
Long ComfortDelgro as it has less risk to the increase in pandemic unlike Singapore Airlines and SATS (whose valuations have run ahead despite the...
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Japan Airlines Placement - Tricky Tricky, Needs to Correct
Japan Airlines (9201 JP) plans to raise around US$1.4bn in order to shore up its balance sheet and aid its longer term transformation.
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Transport Stocks On the Move with 11% Gains in early November
Global rotation from momentum to value stocks, mostly driven by vaccine developments, has seen Singapore’s 10 most traded transport-related...
484 Views
Last Week in Event SPACE: NTT Docomo, Car, Sunac Services, Evergrande, Jardine Cycle, PRC Antitrust
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
359 Views
Trip.com Rallies 14% on Vaccine News. But What's the 'Normal' We'll Return To in 2021?
An effective vaccine is part of what will get China and the world back to 'normal' travel demand. But even before Covid19 erupted, Chinese travel...
204 Views