The Week that Was in ASEAN@Smartkarma - Indonesia, Consumer Staples, and Thailand's Big IPO
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
169 Views
Indo Real Estate Tax - Who Needs to Pay Up?
Alan Greene did an amazing job explaining how Lippo Malls Indonesia Retail Trust (LMRT SP) business model which derive its revenue from booming...
256 Views
Two More S-REITS Drop Their Credit Ratings - Will the SGD Bondmarket Ever Warm to Ratings?
Q1 2018 saw both Viva Industrial (VIT SP) and Lippo Malls (LMRT SP) decide to quit being credit rated. For the Monetary Authority of Singapore...
497 Views
The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
161 Views
Lippo Malls. Currency Impacts Gearing and Income, and Prefs Eat into DPU. 8% Yield for How Long?
Currency impacts gearing and income, while preference shares nibble away at DPU. Credit rating downgrade inevitable. Despite being a yield stalwart...
194 Views