In today’s briefing:
- Comfortdelgro (CD): Growth Evident and Cheap
- Seasonal Surge Lifts Vietnam’s Rubber Exports In June Amid Price Strain
- kopi-C with Winking Studios – How Winking Studios is driving business growth through joy and entertainment
Comfortdelgro (CD): Growth Evident and Cheap
- Public transport and taxi segments in Singapore provide much-needed stability for the group, not much downside surprise is expected. Now 54% of its revenue is generated overseas.
- Comfortdelgro Corp (CD SP) subsidiary, Vicom Ltd (VCM SP) is in charge of the OBU upgrade in Singapore, providing some high-margin incremental operating profit.
- It trades at 14x PE, and its share price is almost at historical low, creating another reason to build positions on this.
Seasonal Surge Lifts Vietnam’s Rubber Exports In June Amid Price Strain
- Exports to Indonesia surge 154% MoM in June
- China drives monthly rubber trade rebound
- Typhoon Kajiki disrupts supply and pushes up prices
kopi-C with Winking Studios – How Winking Studios is driving business growth through joy and entertainment
- Winking Studios reported a 27.3% year-on-year revenue growth to US$19.4 million in the first half of 2025.
- The acquisition of Shanghai Mineloader contributed US$4.1 million in revenue, boosting Winking Studios’ overall performance.
- Winking Studios maintains a strong balance sheet with US$27.1 million in cash, zero debt, and US$49.4 million in indicative bookings.
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