Blue Bird Tbk: Light at the End of the Tunnel
Conference call with the IR of Blue Bird Corp (BLBD US) reveals that competition, especially from online taxi players, has turned more...
331 Views
Grab, Go-Jek, Alipay, WeChat Pay; Who Will Be the Payment Goliath in Southeast Asia? - Part 4
In part 4 of this series, I will evaluate the mobile/ e-payment providers on 10 metrics and total their score. Based on their total score, I hope...
686 Views
ComfortDelgro 1Q18 Unsurprising, Lesser PH Drivers + Talks with Go-Jek Improve Taxis' Outlook in SG
Summary of 1Q18 results: CD's headline revenues in 1Q18 lifted by 1%YoY, as higher revenues from Public Transport Services help to offset decline...
317 Views
Lippo Mall REIT: Downside Priced-In
Since the announcement of the 10% service charge withholding tax, Lippo Malls Indonesia Retail Trust (LMRT SP) has come off 15.8% in 10 days which...
757 Views
Grab, Go-Jek, Garena(SEA), Who Will Be the Payment Goliath of Southeast Asia? - Part 2
In Part 1 of this series, I compared the user numbers, investors and strategies of Grab, Go-Jek, and Garena(renamed to SEA), specifically focusing...
659 Views