ESR-REIT/Sabana: Furphys And Fear-Mongering
If the deal goes through I expect both stocks to rise vs other S-REITs.If the deal does not go through, the spotlight will be on Sabana's cheapness...
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Link REIT – Bread and Butter Melting
LINK REIT: Almost Nothing Is Going Right For Link REIT. Rental Reversion Rates Weakening In Hong Kong; FV Marks Remain Negative; and Capital...
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Trade Ideas for Singapore REITs - Implications from CCT+CMT Merger
In my earlier insight on Singapore's Fortitude budget, Singapore REITs - REITs Will Have to Fund Some SME Rents, by Law, I had mentioned the...
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S-REIT M&As: CCT-CMT & ESR-REIT-Sabana REIT Mergers
In January, CapitaLand proposed a merger of CCT and CMT in an S$8.3 billion cash-and-stock deal. Both REITs will hold their respective...
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Link REIT – Tough Operating Environment To Persist
*Weak Set Of Metrics: Link REIT (823.HK) [Link] announced a poor set of FY 1Q21 operating metrics, which in fairness were well flagged as weak...
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