BOC Aviation (2588 HK, BUY, TP:HKD70): High Quality Safe Bet
BOC Aviation is a top aircraft leasing company with a young asset portfolio, quality clients, and strong risk management. We think it is a low...
448 Views
Cirrus Aircraft Pre-IPO - PHIP Updates - Increased Customer Demand Continues to Drive Growth
Cirrus Aircraft (0153126D US) is looking to raise up to US$200m in its upcoming HK IPO. We had covered the company’s performance in our earlier...
529 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Loss, Grab's Balance, and Bangkok Dusit Medical.
The past week saw insights on Sea (SE US), Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), SCG Decor PCL (SCGD TB), and Amara...
512 Views
Singapore Airlines: Supply Dislocations Will Underpin Strong Profits for Much Longer
The market has misunderstood management's outlook statement as peak earnings. This is not the case, more Scoot capacity reduces yields, but it...
527 Views
Monthly Chinese Tourism Tracker | Tourism Recovery Derailed By Normal Seasonality | (October 2023)
Outbound tourism activity in September declined vs August, in some cases down to levels seen in Q2. Domestic activity also disappointed, and we see...
488 Views