Far East Hospitality Trust (FEHT): Stable in Slow Recovery
Among all the hotel assets, 3 of the FEHT hotels in the Orchard area will be the first ones to recover their occupancy rate and the room rate which...
439 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
176 Views
Singpost (SPOST): Riding the E-Commerce Awakening in ASEAN
SPOST trades at the lowest EV/EBITDA multiples to its peers and below book value. Q4 has traditionally a strong season and now that it has become...
444 Views
Singpost (SPOST): Lasting Tough Times
The key problem is in the declining revenue from postal at an accelerating rate outpacing the growth rate from e-commerce business. This mismatch...
449 Views
DRB Hi Com (DRB): Value Unlocking-Part II
This is the second part of the unlocking value of DRB Hi Com, highlighting the potential value unearthed from Puspakom (the vehicle inspection...
334 Views