Comfortdelgro (CD): March on Chinese Tourists
Comfortdelgro Corp's share price lags behind tourism transport peers despite strong drivers like Chinese tourist influx and compelling valuation.
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The Week That Was in ASEAN@Smartkarma - Bangkok Dusit, Grab Results, and Indonesia's Election
The past week saw insights on Indonesia's election, Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), Delta Electronics Thailand,...
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Qantas – Two-Year Earnings Re-Set in Prospect
A deep dive into Qantas's inflation management and 2H24 / FY25 earnings prospects - we highlight our expectation that FY24 will decline on FY23,...
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Monthly Chinese Tourism Tracker | China's 2023 Recovery in Ten Charts | (January 2024)
In this insight we document China's ongoing recovery in outbound and domestic tourism demand by sharing with readers ten illustrative charts.
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Aequitas 2024 Asia IPO Pipeline - ASEAN and ANZ
In this note, we will look at the Asia Pacific IPO pipeline for 2024, following up with ASEAN and ANZ after having looked at other regions earlier.
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