Head of Digital Services at Singapore Post Ltd, Singapore Post Limited

Bernard Leong

Head of Digital Services at Singapore Post Ltd

Singapore Post Limited

Thematic (Sector/Industry)

<p>How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their current business model in a controlled pace.&nbsp;The trick lies in capital allocation and separation of the products/services moving towards both ends. Digital products often require high cost of acquisition contrary to perception by businesses that it is cheaper against traditional channels.</p>

How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their current business model in a controlled pace.&nbsp;The trick lies in capital allocation and separation of the products/services moving towards both ends. Digital products often require high cost of acquisition contrary to perception by businesses that it is cheaper against traditional channels.

Digital disruption bifurcates traditional market segmentation

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<p>The ban on dining-in as part of the stricter measures by the Singapore government starting today until next month has caused some fears in the market and ComfortDelgro is not spared. Singapore is on target to reach 2/3 of the country fully vaccinated by the 9th of Aug 2021 during the National Day hence there should be some restrictions easing as the Singapore government has to open the economy at some stage which means more mobility and reinstatement of dining-in among others. The government has mentioned that Singapore will live alongside COVID-19 as it expects to shift from pandemic to endemic. </p>
<p>While mall operators such as <a href="https://www.smartkarma.com/entities/capitaland-ltd" target="_blank" data-smartkarma-citation="entities:55:1" rel="noopener">Capitaland (CAPL SP)</a> and <a href="https://www.smartkarma.com/entities/city-developments-ltd" target="_blank" data-smartkarma-citation="entities:57:1" rel="noopener">City Developments (CIT SP)</a> have to give some form of rent relief to their tenants, <a href="https://www.smartkarma.com/entities/comfortdelgro-corp-ltd" target="_blank" data-smartkarma-citation="entities:497:1" rel="noopener">Comfortdelgro Corp (CD SP)</a>does not need to give relief to its drivers and mobility does not seem to drastically decrease. Investors should expect some restrictions on easing measures during the National Day period that will lift <a href="https://www.smartkarma.com/entities/comfortdelgro-corp-ltd" target="_blank" data-smartkarma-citation="entities:497:1" rel="noopener">Comfortdelgro Corp (CD SP)</a> share price. </p>
<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/219/946/original/image_98050974441626926957065.png?1626926957" class="editor-image img-responsive" data-smartkarma-image-id="219946"></figure>
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<p>source: analyst</p>
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The ban on dining-in as part of the stricter measures by the Singapore government starting today until next month has caused some fears in the market and ComfortDelgro is not spared. Singapore is on target to reach 2/3 of the country fully vaccinated by the 9th of Aug 2021 during the National Day hence there should be some restrictions easing as the Singapore government has to open the economy at some stage which means more mobility and reinstatement of dining-in among others. The government has mentioned that Singapore will live alongside COVID-19 as it expects to shift from pandemic to endemic. 
While mall operators such as Capitaland (CAPL SP) and City Developments (CIT SP) have to give some form of rent relief to their tenants, Comfortdelgro Corp (CD SP)does not need to give relief to its drivers and mobility does not seem to drastically decrease. Investors should expect some restrictions on easing measures during the National Day period that will lift Comfortdelgro Corp (CD SP) share price. 


source: analyst


ComfortDelgro (CD): Buy On (Temp) Weakness

Singapore

Singapore Airlines Limited provides air transportation, engineering, pilot training, air charter, and tour wholesaling services. The Company's airline operation covers Asia, Europe, the Americas, South West Pacific, and Africa.

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Singapore Airlines (SIA SP)

Digital disruption bifurcates traditional market segmentation

How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...

Bernard Leong

ComfortDelgro (CD): Buy On (Temp) Weakness

Capitaland and City Dev are to provide rent relief to their tenants, Comfort does not need to give relief to its drivers, and SG mobility rate is...

Henry Soediarko

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