Deciphering real estate markets globally., Rems Advisors

TAN Kok Keong

Deciphering real estate markets globally.

Rems Advisors

Thematic (Sector/Industry)

<div><h2>Private Residential Primary Sales Status (Excluding Executive Condominiums)</h2></div>For the month of September, primary home sales in Singapore increased by 8% increase month-on-month, continuing the build up of postive momentum in the market (see Figure 1). Developers sold a total of 509 units of new homes (ex-ECs). The improving sentiment is visible as this is a 49% increase over the sales figure last year. Figure 1: September 2016 Primary Sales (Excluding Executive Condominium)<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/014/886/original/Sept%202016%20Primary%20sale%20%28ex%20Ec%29.png?1476758876" class="editor-image img-responsive" data-smartkarma-image-id="14886"></figure>Source: URA, REMS…

Private Residential Primary Sales Status (Excluding Executive Condominiums)For the month of September, primary home sales in Singapore increased by 8% increase month-on-month, continuing the build up of postive momentum in the market (see Figure 1). Developers sold a total of 509 units of new homes (ex-ECs). The improving sentiment is visible as this is a 49% increase over the sales figure last year. Figure 1: September 2016 Primary Sales (Excluding Executive Condominium)Source: URA, REMS…

Singapore's Primary Home Sales Pick Up in September

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Equity Bottom-Up

<ul><li>Improving asset turnover, low price-to-sales, and more attractive to analysts relative to its sector</li><li>As a top 10 foreign-owned property developer in China by revenue, YLLG is focused on the growth regions of China, including the Pearl River Delta, now seeing improving market sentiment</li><li>YLLG has acquired new land in Nanjing, Shenzhen, Tianjin and Suzhou worth over US$1bn during 7M16 to support future growth</li><li>Trades at attractive 16CE* 0.7x PB, with higher ROE versus ASEAN Real Estate and YLLG has a solid balance sheet</li><li>Risk: Weaker than expected Chinese economy</li></ul>* Consensus Estimates

Improving asset turnover, low price-to-sales, and more attractive to analysts relative to its sectorAs a top 10 foreign-owned property developer in China by revenue, YLLG is focused on the growth regions of China, including the Pearl River Delta, now seeing improving market sentimentYLLG has acquired new land in Nanjing, Shenzhen, Tianjin and Suzhou worth over US$1bn during 7M16 to support future growthTrades at attractive 16CE* 0.7x PB, with higher ROE versus ASEAN Real Estate and YLLG has a solid balance sheetRisk: Weaker than expected Chinese economy* Consensus Estimates

YLLG: Singapore's Yanlord Grows as China Landlord

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

§ In the month of September 2016, there were a total of 38,972,100 shares repurchased by 35 companies, with a total consideration of S$72,597,027. This compared to S$64 million in August 2016 and S$445 million in September 2015§ The five stocks with the largest buyback consideration value in September were DBS Group Holdings, Singapore Airlines, Olam International, Yanlord Land Group and GSH Corporation§ Buybacks in September 2016 have taken the total share buyback consideration for the first…

§ In the month of September 2016, there were a total of 38,972,100 shares repurchased by 35 companies, with a total consideration of S$72,597,027. This compared to S$64 million in August 2016 and S$445 million in September 2015§ The five stocks with the largest buyback consideration value in September were DBS Group Holdings, Singapore Airlines, Olam International, Yanlord Land Group and GSH Corporation§ Buybacks in September 2016 have taken the total share buyback consideration for the first…

35 Companies Bought Back Their Own Shares in September

A key issue facing many Government across the globe is how to keep home affordable while maintaining an environment attractive for foreign investments.  This issue runs deep whether you are in developed countries like United Kingdom, Australia, Singapore or emerging markets like Myanmar, Cambodia, Vietnam, etc.The huge disparity in prices of luxury homes vs what middle to lower income groups can afford has been largely caused by the relative strong purchasing powers of foreign participants in…

A key issue facing many Government across the globe is how to keep home affordable while maintaining an environment attractive for foreign investments.  This issue runs deep whether you are in developed countries like United Kingdom, Australia, Singapore or emerging markets like Myanmar, Cambodia, Vietnam, etc.The huge disparity in prices of luxury homes vs what middle to lower income groups can afford has been largely caused by the relative strong purchasing powers of foreign participants in…

Asia's Leading Online Property Group, PropertyGuru

Bjorn Sprengers

Asia's Leading Online Property Group

PropertyGuru

PropertyGuru Pte Ltd owns and operates a real estate property information website. The Company offers facilities to search for condominiums, apartments, Housing and Development Board (HDB) flats, serviced apartments, houses, and commercial properties to rent and buy in Singapore.

When the first co-working space in Singapore entered the market in 2009, the concept of the shared workspace business – a common space for office work offered on higher flexibility, based on the frequency of desk usage, usually per month – slowly caught on with solopreneurs and freelancers, among others.Seven years on, the number of co-working spaces has grown significantly, in tandem with the increasing demand from a larger set of consumers.However, as the competition in the co-working market…

When the first co-working space in Singapore entered the market in 2009, the concept of the shared workspace business – a common space for office work offered on higher flexibility, based on the frequency of desk usage, usually per month – slowly caught on with solopreneurs and freelancers, among others.Seven years on, the number of co-working spaces has grown significantly, in tandem with the increasing demand from a larger set of consumers.However, as the competition in the co-working market…

Co-Working Spaces: More than Just a Workspace

Singapore

Yanlord Land Group Ltd is a real estate development company. The Company develops high-end residential property projects in the Peoples Republic of China.

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Yanlord Land (YLLG SP)

Singapore's Primary Home Sales Pick Up in September

Private Residential Primary Sales Status (Excluding Executive Condominiums)For the month of September, primary home sales in Singapore increased by...

TAN Kok Keong

YLLG: Singapore's Yanlord Grows as China Landlord

Improving asset turnover, low price-to-sales, and more attractive to analysts relative to its sector As a top 10 foreign-owned property developer...

A. Stotz Investment Research

35 Companies Bought Back Their Own Shares in September

§ In the month of September 2016, there were a total of 38,972,100 shares repurchased by 35 companies, with a total consideration of S$72,597,027....

Singapore Exchange Ltd (SGX)

Helping People Own a Home

A key issue facing many Government across the globe is how to keep home affordable while maintaining an environment attractive for foreign...

TAN Kok Keong

Co-Working Spaces: More than Just a Workspace

When the first co-working space in Singapore entered the market in 2009, the concept of the shared workspace business – a common space for office...

PropertyGuru

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