Digital disruption bifurcates traditional market segmentation
How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...
1.5k Views
Monthly Air Cargo Tracker | Inaugural Edition | Low Cargo Load Factors and Moderating Demand Growth
Air cargo demand growth appears to be moderating, and most carriers reported low (sub-70%) load factors in December. In short, we see few signs of...
678 Views
Comfort Delgro (CD): Pandemic to Endemic Beneficiary
from pandemic to endemic, Comfortdelgro Corp is the main beneficiary through the higher traffic in the domestic travel (through MRT and busses) and...
424 Views
ComfortDelgro (CD): Higher Mobility Expected
HK-SG travel bubble, Phase III, higher mobility in workplace are key catalysts to start accumulating ComfortDelgro's shares now.
521 Views
Swire (19 HK) Trading Cheap. Heading Cheaper On Cathay Woes
Swire Pacific (A) (19 HK)'s discount to NAV of 40% is around its all-time low. The implied stub, stripping out its 82% holding in Swire Properties...
739 Views