ComfortDelgro (CD): Buy On (Temp) Weakness
Capitaland and City Dev are to provide rent relief to their tenants, Comfort does not need to give relief to its drivers, and SG mobility rate is...
397 Views
Airport of Thailand (AOT): Phuket Sandbox
The Phuket reopening sandbox will be a proof of concept of whether 1) Thailand's health infrastructure is ready to accept foreign tourists and 2)...
369 Views
Samsonite (1910): Channel Checks Recovery
Air travelers has started to recover implying that Samsonite's business recovery story is solid while the management has also coped efficiently...
357 Views
High Conviction Ideas 2021 Update: Travel Bubble, Taxi
Zig, adding more destinations in a single journey, cooperation with Lazada are some initiatives that ComfortDelgro's management has initiated in a...
373 Views
Manufacturing Stocks Extend Gains in 1Q21
The SIPMM PMI rose 0.3 points to 50.8 in March, with nine straight months of expansion, and the March 2021 gauge reaching a two year high. Over...
679 Views