Singpost (SPOST): Lasting Tough Times
The key problem is in the declining revenue from postal at an accelerating rate outpacing the growth rate from e-commerce business. This mismatch...
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DRB Hi Com (DRB): Value Unlocking-Part II
This is the second part of the unlocking value of DRB Hi Com, highlighting the potential value unearthed from Puspakom (the vehicle inspection...
329 Views
DRB Hi Com (DRB): Value Unlocking-Part I
This is the first part of the two parts of the report detailing how DRB Hi Com is about to unlock its value in the next few months. With a low...
459 Views
Negatives Mostly Factored In, but Can SingPost Deliver Fast Enough (Part 1)?
SingPost’s share price is at a three-year low, and much of the price movement has been explained in the latest results and my article last year...
396 Views
Takeaways from ASEAN - Investment Opportunities
Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos. ASEAN is a critical component of SE Asian stability, partnership with...
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