In today’s briefing:
- Comfortdelgro (CD): March on Chinese Tourists
Comfortdelgro (CD): March on Chinese Tourists
- Comfortdelgro Corp (CD SP) share price has underperformed its tourism related transport operator peers.
- Key drivers are still strong, including the expected influx of Chinese tourists from visa-free travel arrangements.
- Valuation is still compelling, and it is not too late to own it.
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