Singpost (SPOST): Riding the E-Commerce Awakening in ASEAN
SPOST trades at the lowest EV/EBITDA multiples to its peers and below book value. Q4 has traditionally a strong season and now that it has become...
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Singpost (SPOST): Lasting Tough Times
The key problem is in the declining revenue from postal at an accelerating rate outpacing the growth rate from e-commerce business. This mismatch...
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DRB Hi Com (DRB): Value Unlocking-Part II
This is the second part of the unlocking value of DRB Hi Com, highlighting the potential value unearthed from Puspakom (the vehicle inspection...
438 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
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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SingPost: Tracked Pack, SmartPac, Hard To See An Impact
Singapore Post (SPOST SP) has delivered headline profit growth in the latest quarter, but its core business still faces structural headwinds,...
578 Views