Comfortdelgro (CD): March on Chinese Tourists
Comfortdelgro Corp's share price lags behind tourism transport peers despite strong drivers like Chinese tourist influx and compelling valuation.
1.2k Views
The Week That Was in ASEAN@Smartkarma - Bangkok Dusit, Grab Results, and Indonesia's Election
The past week saw insights on Indonesia's election, Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), Delta Electronics Thailand,...
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Qantas – Two-Year Earnings Re-Set in Prospect
A deep dive into Qantas's inflation management and 2H24 / FY25 earnings prospects - we highlight our expectation that FY24 will decline on FY23,...
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Singapore Airlines – Onset of Earnings Normalization to Heighten Focus on Efficiency
Deep dive on SIA cost control, which is lagging key APAC peers, and journey to "normalised" earnings as capacity restoration continues.
628 Views
Monthly Chinese Tourism Tracker | China's 2023 Recovery in Ten Charts | (January 2024)
In this insight we document China's ongoing recovery in outbound and domestic tourism demand by sharing with readers ten illustrative charts.
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