In today’s briefing:
- Comfortdelgro (CD): Now or Never
Comfortdelgro (CD): Now or Never
- New leadership with expertise in Australia could lead to value unlocking for Australian assets.
- Q3 22 ridership has gone up to 85% and 83% of pre-COVID level for NEL and DTL while in Q3 21 was only 49% for NEL and 43% for DTL.
- The reopening has brought tourists back and increased ridership level while China’s reopening has just started and is not yet priced in.
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