UberFlash Drawing More Drivers Back to CD, Overhang from CCS Likely to Clear Post Uber-Grab Deal
In the first section of this piece, I will discuss the initial findings on UberFlash and how it will likely impact CD's taxi segment. In the second...
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ComfortDelgro: Re-Drawing of Ride Maps & Uberflash Are Near-Term Positives
This article provides a brief discussion of ComfortDelgro's FY17 results, followed by an outlook for CD's main profit segments. In particular,...
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2018 M&A/IPO Activity Preview: Chinese Express, Logistics Sectors Hit by Slower Growth & BABA Vs JD
The main objectives of this note are a) to identify the main drivers of M&A activity in China's express and logistics sectors this year and b)...
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EU Ruling on Uber Levels the Playing Field with Existing Cab/Private-Hire Operators
Uber will be regulated as a "transport company" rather than an “information society service” in EU, based on European Union’s top court ruling....
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More Details on the Deal After Management Call
CDG Acquiring only 12,450 vehicles, representing LCR’s active fleet with provision to acquire the balance of c.1,500 vehicles as required....
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