The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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SATS: From Serving 22.5M Pax in 1Q20 -> To Serving 200K Pax in 1Q21. Houston We Have a Problem.
SATS Ltd (SATS SP) reported 1Q21 figures (1 April to 30 June 2020) which highlighted the recovery process to be long and slow. Mainland China...
394 Views
Singapore Air: Open Letter to SQ Mgt - Call on Your Loyal Customer Base and Raise up to $37 Billion
Singapore Airlines (SIA SP) is in dire straits. According to Bloomberg reports the company has burned through 50% of the capital (6.4 billion USD!)...
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Cathay Rights Results And Excess
In early June 2020, after other airlines had recapitalised themselves (Singapore Air, etc), gone bankrupt (Thai International Air), or gotten...
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TRACKING TRAFFIC/Chinese Tourism: Outbound=Dormant | Domestic=Fragile | PEK Covid19 | Dragon Boat
Outbound Chinese travel demand remains dormant, and we expect little improvement until key regional travel destinations significantly relax entry...
440 Views