The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
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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Last Week in Event SPACE: Softbank, Reliance, Metlifecare, Sony Financial, Towngas, United Spirits
Last Week in Event SPACE ... Flying horses aside, if you are bullish based on the discount to NAV and buyback, there is probably some buffer to...
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Travelsky (696): A Safe Way to Fly
Tourism activities have started to pick up again in China and airports have started to reopen again, increasing the air traffic volume from a low...
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Singapore Air - If You Are Long, Use the Rights
We are coming down to the wire on the Singapore Airlines (SIA SP) rights. The shares went ex- on May 6, and promptly rallied hard as those who were...
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TRACKING TRAFFIC/Containers & Air Cargo: Box Rates Dip in April, Air Cargo Yields Double!
Covid-19 and the measures put in place to slow its spread have wreaked havoc on ocean and air cargo markets in 2020. April data show a number of...
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