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I would add also the payment networks. Esp $MasterCard(MA)$

$MasterCard(MA)$Inflation is a positive for MA and V. When goods and services are priced higher, they make more $ as their revenue is a percentage of consumer spend. If consumers break down to make smaller but more frequent purchases, they also benefit from transaction fees. DYODD

$RAFFLES MEDICAL GROUP LTD(BSL.SI)$Good time to accumulate?CLSA downgrade. We turn more cautious on Raffles Medical (RFMD) following a policy change regarding PCR testing for passengers arriving to Changi Airport. From 27 Oct, passengers from a number of countries (Category 2 to 4) will no longer need to undergo PCR tests upon arrival. Although the vaccinated travel lane (VTL) still requires PCR tests and could drive 2022 earnings, its share is unlikely to enjoy a further rerating, in our view. Risk of further policy changes regarding PCR tests/prices, coupled with its earnings reliance on PCR tests could weigh on the stock. We cut our 2022-2023 estimates by 4%-8%, downgrade our recommendation from BUY to Underperform and lower our target price fro

$RAFFLES MEDICAL GROUP LTD(BSL.SI)$Good time to accumulate?CLSA downgrade. We turn more cautious on Raffles Medical (RFMD) following a policy change regarding PCR testing for passengers arriving to Changi Airport. From 27 Oct, passengers from a number of countries (Category 2 to 4) will no longer need to undergo PCR tests upon arrival. Although the vaccinated travel lane (VTL) still requires PCR tests and could drive 2022 earnings, its share is unlikely to enjoy a further rerating, in our view. Risk of further policy changes regarding PCR tests/prices, coupled with its earnings reliance on PCR tests could weigh on the stock. We cut our 2022-2023 estimates by 4%-8%, downgrade our recommendation from BUY to Underperform and lower our target price fro

$RAFFLES EDUCATION CORP LTD(NR7.SI)$还会再跌吗？