Grab's Funding & Navigation Guide From Didi Means ComfortDelgro's Taxi Segment Still Pressured
On-the-ground While visiting a friend in KL recently, I spoke to 3 different private-hire drivers – all of whom use Uber and Grab apps in their...
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Singapore's Logistics Infrastructure Isn't Quite Ready For Amazon Yet - But That Will Change Quickly
Given its high GDP level, well-developed retail markets, and ubiquitous connectivity, Singapore has disappointingly low levels of retail e-commerce...
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The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
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ComfortDelgro: Too Early to Bottom-Fish as Ride-Hailing Apps Continue to Incentivize and Innovate
Although Comfortdelgro Corp Ltd (CD SP)'s shares have fallen 9% year-to-date, it is too early to bottom-fish. Recent data from Singapore's land...
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