M1 - What Monsters Lurk Beneath?
M1 Ltd (M1 SP) may be setting up for something interesting. The environment in Singapore telecom is different than it was 10yrs ago, 5yrs ago, 2yrs...
839 Views
Carpooling Apps Are Silently Taking Market Share from Taxis (Part 2); Maybe Buses & Trains Next?
The taxi population in Singapore continued to slide in January and February this year, lending weight to my thesis that carpooling features (eg...
286 Views
Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
750 Views
66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
3.2k Views
SGX's MOE Sector Sustains 4Q16 Momentum into 2017
§ The SGX Maritime & Offshore Services (MOE) Index, a benchmark for the MOE Sector, has rebounded 19.7% from its trough on 1 Sep 2016 in...
1.1k Views