Comfort Delgro (CD): Undervalued and Recovery in Ridership
Comfortdelgro Corp (CD SP) share price was battered around 40% due to the COVID-19 induced (domestically) Circuit Breaker and (internationally)...
443 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
322 Views
SATS: From Serving 22.5M Pax in 1Q20 -> To Serving 200K Pax in 1Q21. Houston We Have a Problem.
SATS Ltd (SATS SP) reported 1Q21 figures (1 April to 30 June 2020) which highlighted the recovery process to be long and slow. Mainland China...
322 Views
Singapore Air: Open Letter to SQ Mgt - Call on Your Loyal Customer Base and Raise up to $37 Billion
Singapore Airlines (SIA SP) is in dire straits. According to Bloomberg reports the company has burned through 50% of the capital (6.4 billion USD!)...
1.1k Views
Cathay Rights Results And Excess
In early June 2020, after other airlines had recapitalised themselves (Singapore Air, etc), gone bankrupt (Thai International Air), or gotten...
333 Views