Swire (19 HK) Trading Cheap. Heading Cheaper On Cathay Woes
Swire Pacific (A) (19 HK)'s discount to NAV of 40% is around its all-time low. The implied stub, stripping out its 82% holding in Swire Properties...
653 Views
Singapore Air - Rights Gone Ex, What Next?
Singapore Airlines (SIA SP) has been the large Asian airline the most forthright in addressing its capital issues in announcing a S$5.3bn Rights...
1.4k Views
Smartkarma Originals
TRACKING TRAFFIC’s Travel Tracker Dashboard
We are launching a new monthly product designed to track regional tourism activity, with an emphasis on Chinese tourism. The objectives of this...
761 Views
Comfort Delgro (CD): Food Delivery to the Rescue
Comfortdelgro Corp (CD SP) 's taxi business has been on the brunt from the much-reduced number of Chinese tourists arriving in Singapore and from...
523 Views
Surging Asian Air Cargo Demand? The Search for Exposure (& Leverage)
Recently there have been signs of a pickup in air cargo demand in China and elsewhere in Asia. As noted by Osbert Tang, CFA in a recent piece here...
431 Views