Singapore Airlines: Further Positive Surprises to Come in 2H24 - Bigger Test in FY25
Detailed analysis of SIA inflation management and granular detail on earnings recovery illustrates big upside to SIA consensus in FY24
707 Views
Cathay Pacific (293 HK, BUY, TP HK$9.90): Inputs from Analyst Briefing
Cathay Pacific analyst briefing states that passenger demand is solid, cargo is improving and cost is fairly manageable. Recovery is here and we...
648 Views
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...
453 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...
539 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...
523 Views